Investment Strategies

In this episode, we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those financial behaviors.

In this episode, we will discuss the advisor options available to you depending on your expectation for level of engagement, financial planning approach and your personal financial goals. Haas Financial Group strives to provide a proactive, personal relationship while delivering unbiased, holistic and fiduciary advice. If you’re not sure if you have the right advisor, give us a call to schedule your free complimentary consultation!

This episode's topic on the 4% withdrawal rule comes from a listener question! We will define the 4% withdrawal rule and give tips for developing a revenue stream and portfolio to support the 4% rule in retirement.

One Roth IRA Workaround for High-Income Earners

 

 

 

 

 

 

Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing wealth takes some basic building blocks, but it also requires avoiding certain mistakes along the way.  You may not think a lot about it, but small missteps can have big, negative impacts on one’s wealth accumulation over time. 

 

 

 

 

 

 

 

As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family gatherings. It may seem like just yesterday you were planning your 4th of July, or your week long summer vacation. Sure enough though, Thanksgiving has passed, electric bills are skyrocketing from all the lights and Christmas carols are playing 24/7 on the radio.

 

 

 

 

Some of your investments will not work, for any number of reasons. The sooner you become OK with that fact, the more emotionally prepared you will be when it comes time to make the next important investment decision.