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My CFP® Journey by Adam Werner

Apr 16, 2020
Categories
About Us
education
Fiduciary
Financial Planning
The title of my last article about the start of my journey towards becoming a CERTIFIED FINANCIAL PLANNER™ was “How Hard...
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Coming To You From My Home During COVID-19 Quarantine

Apr 8, 2020
Categories
About Us
#COVID19
#WFH
Family
Financial Planning
Life
[wpvideo 0QiPHCHv] “Coming to you from my home, just as Devon and Adam are as well. We are social distancing but in full...
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Let's Get Back To Financial Planning: CARES Act Highlights

Apr 2, 2020
Categories
About Us
Charitable Giving
Financial Planning
Investment Strategies
Retirement Planning
Instead of all the market commentary, which is valuable too, we want to start talking about the serious financial...
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Rebalance Education

Mar 24, 2020
Categories
About Us
Financial Planning
Risk Management
This is a very difficult time. When it comes to your savings and investments, I ask you to join me in the following...
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Fear Abounds – So Now What?

Mar 18, 2020
Categories
Uncategorized
Financial Planning
Investment Strategies
Retirement Planning
Risk Management
I’ve been advising clients for 14 years now. It feels like I’ve discussed, written, ate, slept and breathed investment...
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The Markets Aren’t Confident, But We Are

Mar 10, 2020
Categories
About Us
Financial Planning
Investment Strategies
Risk Management
No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do...
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3 Things to Consider Doing When the Market Drops

Mar 5, 2020
Categories
Uncategorized
Financial Planning
Investment Strategies
Risk Management
In times of stress, most investors feel like they need to do something. Anything. Sitting back and being patient for...
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THE 5 TAX POTHOLES By: John P. Napolitano, CFP®, CPA, PFS, MST

Feb 25, 2020
Categories
Uncategorized
Financial Planning
Tax Saving Strategies
While you’re gathering your tax information to prepare this year’s tax forms, let me share the top 5 problems in your...
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The “Next Smallest Action” Formula

Feb 21, 2020
Categories
About Us
education
Family
Financial Planning
Life
I’ve been introduced (or in some cases reintroduced) to a couple really great people these last few weeks. Someone...
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5 Financial Lessons from the Haas Family Relocation

Feb 5, 2020
Categories
About Us
Family
Financial Planning
Life
We are finally out of our Kutztown home and officially residents of Lenhartsville, PA. Taking the month of January to...
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Ben’s (not-so) Bold Predictions for 2020

Jan 23, 2020
Categories
Uncategorized
Financial Planning
Investment Strategies
Life
New Year
Happy 2020 everyone! As we speed through the start of the year, a fresh beginning, a new decade and what is also an...
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Part II: Congress May Have Just Changed Your Retirement Planning

Jan 17, 2020
Categories
Retirement Planning
ABCs
education
Education Planning
Family
Financial Planning
Life
Motherhood
Last week I shared two key ways the rules for retirement planning have just changed based on Congress passing what’s...
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Office

172 West Main Street,
Kutztown, PA 19530

Contact Info

484-648-4040
  info@haasfinancialgroup.com
8:30am to 5:00pm EST

       

 

Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor.

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