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Congress May Have Just Changed Your Retirement Planning

Jan 10, 2020
Categories
Retirement Planning
Financial Planning
Life
SECURE Act
Part of coaching my clients through their retirement planning is being ready to make adjustments when the rules of the...
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7 Year End Financial Planning Considerations

Dec 19, 2019
Categories
ABCs
education
Family
Financial Planning
Life
New Year
I’m reminded every morning how many “sleeps” are left before Santa comes. My boys (2/3) are very very excited to say the...
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7 Considerations When Managing a Financial Windfall

Dec 13, 2019
Categories
Uncategorized
Financial plans tend to change when a client receives an inheritance or some sort of financial windfall. It could be the...
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Don’t be part of the 92%. Invest in Yourself in 2020!!!

Dec 10, 2019
Categories
About Us
education
Family
Financial Planning
Life
The year is quickly coming to a close. No doubt that you’ll speed through the holidays with busy schedules, parties...
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The Impact of Paying it Forward

Dec 4, 2019
Categories
Uncategorized
Charitable Giving
education
Family
Financial Planning
Gifting
Life
Motherhood
My kids love to go to the park. It doesn’t matter which park it is. I’m pretty sure that we’ve visited every community...
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'Tis The Season To Be Thankful

Nov 26, 2019
Categories
About Us
Life
Family
Thanksgiving
I did the Children’s Sermon at church on Sunday and my question for the kids was “what does it means to give thanks?” As...
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Financial Planning Is Less Math and More Like A Rorschach Test

Nov 22, 2019
Categories
Uncategorized
Financial Planning
Investment Strategies
Are you familiar with the psychological testing using inkblots called the Rorschach Test? I thought about this test this...
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The Problem and Fixes for Forced Co-Ownership Through Inheritance

Oct 30, 2019
Categories
Family
Financial Planning
Life
Inheritance
Real Estate
Sometimes you have to go through something to gain true perspective on the pros and cons. For example: Have you ever...
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Trust is Earned, Not Given

Oct 15, 2019
Categories
About Us
Consumer
Fiduciary
Financial Planning
Investment Strategies
We all know that real trust has to be earned over time through positive experiences. Especially in our world as planners...
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Finding The Right Fit

Oct 8, 2019
Categories
About Us
education
Financial Planning
Investment Strategies
Life
I recently attended a career fair at Kutztown University on behalf of Haas Financial Group. The event was hosted by KU’s...
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Paxton’s Pawprints On Our Hearts

Oct 2, 2019
Categories
About Us
Family
Life
Growing up, we always had a family dog. I don’t remember life with my parents first lab, Ebony, but I still have vivid...
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3 Things to Know During Life Insurance Awareness Month

Sep 24, 2019
Categories
About Us
ABCs
Family
Financial Planning
Life
Risk Management
Life insurance is an important part of a client’s overall financial plan, and too often, it’s left out of the financial...
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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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