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Resource Library

Benjamin Haas | Aug 1, 2023

A Financial Planning Checklist For A Change In Jobs

Financial Planning & Wellness
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a job transition; a period of time where
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Benjamin Haas | Aug 1, 2023

Ep # 73: Tips When Financially and Emotionally Sandwiched Between Supporting Kids and Parents

Family & Money
Financial Planning & Wellness
The sandwich generation is defined as people who are still working, most likely in their 30's or 40's, that are responsible for bringing up their own children
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Benjamin Haas | Aug 1, 2023

Ep #10: Caring For Aging Parents

Family & Money
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
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Benjamin Haas | Aug 1, 2023

Financially Sandwiched Generation

Family & Money
For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of financial hemorrhage. Sandwiched between adult
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Benjamin Haas | Aug 1, 2023

Ep # 44: Navigating The Financial Impact Of A Job Change

Financial Planning & Wellness
Insurance & Risk Mitigation
Job changes are emotional times, whether it was a voluntary or involuntary change. Change is not always comfortable, and it can also be scary. Then you throw
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Benjamin Haas | Aug 1, 2023

"Working In" vs. "Working On" The Business

Business Owners & Entrepreneurs
Many businesses begin behind an owner’s entrepreneurial drive, typically related to a specific skillset that makes them highly confident that they can maximize
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Benjamin Haas | Aug 1, 2023

Ep # 35: Hey Business Owner. Why Don't You Have A Financial Planner Yet?

Business Owners & Entrepreneurs
This podcast targets a specific audience, business owners, with a specific question - why don't you have a financial planner yet? Ben has a big place in his
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Benjamin Haas | Jul 31, 2023

Ep # 45: Breaking The Ice Around Family Finances

Family & Money
What’s the hardest thing for adults to talk about? Family finances! Money is a tricky subject, but it’s really important to have those conversations on the
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Benjamin Haas | Jul 31, 2023

Starting the Planning Process Over Again: Marriage and Divorce

Family & Money
The marriage and divorce statistics make money issues between partners more complicated today than they have ever been before. Looking back in time, it used to
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Benjamin Haas | Jul 31, 2023

No More Education Bills. Now What?

Financial Planning & Wellness
If you’re at all like some our pre-retired clients, you’re probably just now finally starting to take some deep breaths. You’ve clawed your way out for under
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Benjamin Haas | Jul 31, 2023

Ep # 23: Should Grandparents Own 529 Plans For Grandkids?

Education Planning
Many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement
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Benjamin Haas | Jul 31, 2023

Ep # 84: 529 Plan For College Savings? Not So Fast!

Education Planning
Saving for college is something that definitely matters to a lot of those that we work with (parents and grandparents) because continuing education is important
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Kutztown, PA 19530

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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

 

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