Skip to main content
menu

Client Relationship Summary   |  Clients:  Account VieweMoney   |  Guests:  Subscribe to E-newsletter   Schedule a Consultation   spotify icon

  • Home
  • About
    • Meet the Team
    • Our 6 Core Values
    • Community Involvement
    • FAQ
    • Careers
  • Our Process
    • How We Plan Your Financial Future
    • Becoming A Client
  • Services
    • How We Can Help You
    • Am I Ready For A CFP®️'s Help?
    • Fees
    • Tools
  • Resources
    • Events
    • HFG Magazine
    • Newsletters
    • Useful Websites
    • COVID-19 Market Updates
  • Blog
  • Contact
  • PODCAST

Blog

Google Search

 
default blog image

Are You Willing to Accept the Certainty of Uncertainty?

Sep 18, 2019
Categories
Uncategorized
ABCs
Family
Financial Planning
Life
Risk Management
Who thinks they know where the stock market is heading for the rest of the year? Anyone have President Trump figured out...
Read More
default blog image

5 Considerations When Loaning Money to Others

Sep 11, 2019
Categories
Uncategorized
Family
Financial Planning
Gifting
Life
Risk Management
Life throws us curveballs. And sometimes, we need help after striking out. I’ve come across a few situations recently...
Read More
default blog image

5 Questions to Ask Yourself About Insurance in Retirement

Sep 3, 2019
Categories
Retirement Planning
ABCs
Family
Financial Planning
Health Care
Life
Risk Management
Most clients of ours have made plans for their estate and documented them in their Will and through beneficiary...
Read More
default blog image

You’re Off Course 97% of the Time? Control Your Direction

Aug 27, 2019
Categories
About Us
ABCs
Consulting Services
education
Family
Financial Planning
Life
Risk Management
I read an interesting statistic that said when a plane from New York takes flight to Los Angeles, it ends up being off...
Read More
default blog image

Can Personal Finance Really Be Interesting?

Jul 23, 2019
Categories
About Us
education
Financial Planning
Life
Someone recently asked me how I got into personal finance. In the back of my mind I chuckled a little bit because after...
Read More
default blog image

5 Tips to Help Money Last Until You're 100

Jul 16, 2019
Categories
Retirement Planning
Family
Financial Planning
Investment Strategies
Every year I like to read the results of the “Retirement Confidence Survey” which aims to gauge the views and attitudes...
Read More
default blog image

5 Ideas to Prepare Children for Wealth

Jul 9, 2019
Categories
ABCs
education
Family
Financial Planning
Life
My oldest child turns 11 this week!!!! Is he really getting closer to being an adult than a kid? Not only is he starting...
Read More
default blog image

5 Things to Do, Financially, Before You’re 50

Jun 24, 2019
Categories
ABCs
About Us
Retirement Planning
Uncategorized
Wealth Transfer
Family
Gifting
Financial Planning
Inheritance
Life
For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished...
Read More
default blog image

9 Ideas to Make Your Summer More Financially Friendly

Jun 20, 2019
Categories
About Us
Family
Uncategorized
Wealth Transfer
education
Financial Planning
Life
Summer
Vacation
I’ve often said that budgets never work, but the commitment to trying is better than nothing. While we are big picture...
Read More
default blog image

SEC's Decision Hinders the Transformation of Financial Advice

Jun 10, 2019
Categories
Uncategorized
Consumer
Fiduciary
I saw very little news coverage this week on the Securities and Exchange Commission (SEC) approving a variety of changes...
Read More
default blog image

My Work Was My Identity. Now What?

May 29, 2019
Categories
ABCs
About Us
Business Owners
Nearing Retirement
Retirement Planning
Uncategorized
In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long...
Read More
default blog image

Financially Sandwiched Generation

May 16, 2019
Categories
ABCs
About Us
Nearing Retirement
Retirement Planning
Uncategorized
Wealth Transfer
For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of...
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Current page 8
  • Page 9
  • Page 10
  • Page 11
  • Page 12
  • Next page Next ›
  • Last page Last »

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.

© 2022 Haas Financial Group All rights reserved.