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New Year's Resolution: Stay Committed to Diversification

Jan 6, 2016
Categories
Investing
Pick any network, scholar, professional or textbook. When they talk about the most common and fundamental approach to...
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We Need "Unplugging" Vacations

Aug 6, 2015
Categories
Family & Money
I read an article last week that states “24 percent of workers check work email during activities with family and...
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Financial Planning with Illiquid Assets

Aug 6, 2015
Categories
Business Owners & Entrepreneurs
One gauge of financial success is monitoring net worth, which isn’t always easy to do. Not many people know the value of...
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Tax Free 401(k) Withdrawals? Maybe…

Jul 30, 2015
Categories
Retirement Planning
No, this isn’t a political prediction on who’s going to win the White House and what they might say about your taxes...
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Happy Birthday Kutztown!

Jul 30, 2015
The Kutztown Bicentennial Celebration is this week. It’s the 200th birthday of the place I grew up and now make the home...
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Owning Property with Someone Else

Jul 23, 2015
Categories
Real Estate
Maybe you inherited property with your sibling when Mom died. Maybe it’s your family friend, a long-term boyfriend or a...
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Happy Father’s Day

Jun 18, 2015
Categories
Family & Money
New dads, old dads, granddads, dads-in-law, stepdads, serious dads, goofball dads, uncles that take on the roles of dads...
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Is Cash King?

Jun 18, 2015
Categories
Financial Planning & Wellness
Investing
Pop quiz: How much cash should you be holding? A) 3-6 months of your monthly expenses B) 1-2 years of your expected...
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The Staycation Summer

Jun 11, 2015
Categories
Family & Money
With a one year old and a six-year old (almost seven) with seemingly endless amounts of energy, long drives to vacation...
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172 West Main Street,
Kutztown, PA 19530

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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.

 

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