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Resource Library

Benjamin Haas | Jul 25, 2023

Tax Treatment Matters: The Four Tax Buckets

Tax Planning
Retirement Planning
Investing
No one wants to pay more than their fair share in taxes yet few have a good understanding of how their savings will be taxed over time. So a good way to gain a
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Benjamin Haas | Jul 24, 2023

Our Three Bucket Theory: A Process For Investing

Investing
When it comes to investing, emotions can run high, especially as we approach retirement age. That's why we believe in the three bucket theory, which can help
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Benjamin Haas | Jul 19, 2023

The "Next Smallest Action" Formula

Financial Planning & Wellness
Behavioral Finance

I’ve been introduced (or in some cases reintroduced) to a couple really great people these last few weeks. Someone looking to start his own business while

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Benjamin Haas | Jul 19, 2023

Everything You Need To Know About HSA's

Retirement Planning

I’ve heard the word “HSA” at work and through conversations with family and friends, but what is it exactly?

A Health Savings Account (HSA) is an investment

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Benjamin Haas | Jul 19, 2023

Are You Ready For A CFP®?

Financial Planning & Wellness
About Us

Are you just starting your financial life and wanting to get your foundation in place? Or do you think you’ve reached the point that you have your basics in

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Benjamin Haas | Jul 19, 2023

You're Officially An Adult. Now What?

Family & Money
Financial Planning & Wellness

Turning 18 and officially becoming an adult is a huge milestone! You’ve probably been driving on your own, just graduated high school and soon beginning college

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Benjamin Haas | Jul 19, 2023

Managing Investments By Myself. Should I Or Shouldn't I?

Investing
  • Importance of having a plan for your investments - 1:28
  • The size of your portfolio should be a consideration - 4:57
  • Managing your investments when you
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Benjamin Haas | Jul 19, 2023

What Is Financial Planning Anyway?

Financial Planning & Wellness

In this opening episode, Adam and Ben talk about what they do as Financial Planners and break down how we can work for you and help you plan for your future

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Benjamin Haas | Jul 19, 2023

At What Point Am I Ready To Hire A Financial Planner?

Financial Planning & Wellness

When is the right time to hire a financial planner? Is it when things seem too much to handle on your own? Is it for freedom of time that you can gain by

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Benjamin Haas | Jul 19, 2023

Free Investment Advice For You (in 400 words)

Investing
Investment advice is so commoditized these days that it’s almost like white noise. You can get it almost anywhere, and in many cases, you don’t even have to pay
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Benjamin Haas | Jul 19, 2023

Planning Focuses When Growing Wealth (With or Without Kids)

Financial Planning & Wellness
Family & Money
  • What is a DINK (dual income, no kids)? What is an OINK (one income, numerous kids)? - 1:13
  • This A/B Conversion is geared towards younger families - 4:17
  • Why
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Benjamin Haas | Jul 19, 2023

Tips & Tricks For Grandchildren That Are Starting Out

Financial Planning & Wellness

What’s one thing that people don’t typically want to bring up in casual conversation because it usually leads to some differing opinions? If you guessed

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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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