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Blog

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Benjamin Haas | Feb 17, 2017

3 Reasons to Wait to File Your Income Tax Return

 

 

 

When working with lumber, the hard and fast rule my father and uncles taught me was to measure twice, cut once. You should treat your tax return the

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Benjamin Haas | Feb 9, 2017

Five Financial Ways to Say, "I Love You"

Family & Money
Financial Planning & Wellness

 

 

 

There are countless ways to say “I Love You” and some of them involve money and gifts. But the topic of money is probably not one of the sweet

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Benjamin Haas | Feb 3, 2017

6 Ways to Safeguard Personally Identifiable Information (PII)

 

 

 

Identity theft is very real. And our digital lives make it easier than ever to be hacked. Think about your week. How many emails did you send? Make

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Benjamin Haas | Jan 27, 2017

Eat the Eggs, Not the Geese

Investing
Retirement Planning

 

 

 

Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum retirement plan that you have to

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Benjamin Haas | Jan 12, 2017

You, Me, And Philanthropy

Charitable Giving
Estate and Legacy Planning

 

 

 

Back in December I did a quick Google search for a non-profit I regularly assist.  It led me to “The Online Giving Sunday"1 where I read that online

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Benjamin Haas | Jan 5, 2017

5 Tips for Long- Term Care Insurance Planning

Retirement Planning

 

We are fielding more and more questions about long-term care insurance, which is in line with what studies show as the number one concern of retirees. You

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Benjamin Haas | Dec 22, 2016

Make Room for the "New"

Family & Money

 

I’m a New Year’s baby, so I’ve always looked forward to the holiday. More than just a new calendar year, it marks another year of my life come and gone

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Benjamin Haas | Dec 8, 2016

Santa Makes a List and Checks it Twice, So Should You

 

 

Welcome to the holidays, which can be the most expensive time of the year! From thoughtful gifts for grandchildren, to gifts that say, “I love you” to a

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Benjamin Haas | Dec 1, 2016

7 Year End Financial Planning Considerations

Investing

 

 

As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family gatherings. It may seem like just

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Benjamin Haas | Nov 22, 2016

When In Doubt, Ask Yourself: "Why Am I Invested This Way?"

Investing

 

 

There are many opportunities to question our investment choices. We probably do this when we review our financial statements, read news headlines, or

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Benjamin Haas | Nov 10, 2016

Change, While Sometimes Uncomfortable, Is Inevitable

Financial Planning & Wellness

 

 

 

 

Change can bring out a lot of our emotions, some at opposite ends of the spectrum. For some, change can be exciting. For others, it can be

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Benjamin Haas | Nov 1, 2016

The Three-Step Investment Process

Investing

 

 

Some of your investments will not work, for any number of reasons. The sooner you become OK with that fact, the more emotionally prepared you will be

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Haas Financial Group helps you align money with life, blending expertise with personal guidance.

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172 W. Main St. Kutztown, PA 19530

P: 4846484040

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Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice. are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.


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