Congress May Have Just Changed Your Retirement Planning
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
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
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!!!
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
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
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
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
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
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
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
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
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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