In this episode, we discuss creative ways to charitably give. This includes gifts other than cash in order to avoid taxes.
In this episode, we discuss considerations when electing Social Security. The decision will not be black and white and things could change.
In this episode, we will discuss assisting in the financial responsibilities of parents or an aging loved one. We want to share our suggestions for someone who would be in the position of caring for a loved one's financial life.
In this episode, we talk through the emotional and human nature of newfound wealth. We will discuss how financial planning can help you navigate through this difficult life transition and make sure that you are considering all factors in your decisions.
In this episode, we discuss why it's important to prepare for the worst with the help of a financial planner.
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.
If you're thinking about paying off your mortgage, it's best to consider the domino effect your decision may have on other parts of your financial plan. In this episode, we discuss steps to take to determine if this is the right choice for you.
Listen in on our conversation, focused on the impact that the election could have to your financial plan. This is not a political conversation.
In this episode, we share a few tips to take that first step with financial planning and why it's important to do so. If you are having trouble getting started due to over-complicating behavior, listening to too many headlines, or have trouble making investment choices, this podcast is for you!
Welcome to A/B Conversations: We Will Help You CFP® Your Way Out Of It, a podcast where you get into the minds of a couple Certified Financial Planners™ on how we think about everyday financial planning questions and what should really matter most to you. Over the last few months the world, our lives and in some cases what we value most, have changed. It's leaving us with more questions than answers. Each week, we'll discuss what's on our mind about the financial topics you care about most. This week's conversation clarifies what is it that we really DO as Financial Planners.