The Problem and Fixes for Forced Co-Ownership Through Inheritance
Sometimes you have to go through something to gain true perspective on the pros and cons. For example: Have you ever...
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Trust is Earned, Not Given
We all know that real trust has to be earned over time through positive experiences. Especially in our world as planners...
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Finding The Right Fit
I recently attended a career fair at Kutztown University on behalf of Haas Financial Group. The event was hosted by KU’s...
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Paxton’s Pawprints On Our Hearts
Growing up, we always had a family dog. I don’t remember life with my parents first lab, Ebony, but I still have vivid...
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3 Things to Know During Life Insurance Awareness Month
Life insurance is an important part of a client’s overall financial plan, and too often, it’s left out of the financial...
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Are You Willing to Accept the Certainty of Uncertainty?
Who thinks they know where the stock market is heading for the rest of the year? Anyone have President Trump figured out...
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5 Considerations When Loaning Money to Others
Life throws us curveballs. And sometimes, we need help after striking out. I’ve come across a few situations recently...
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5 Questions to Ask Yourself About Insurance in Retirement
Most clients of ours have made plans for their estate and documented them in their Will and through beneficiary...
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You’re Off Course 97% of the Time? Control Your Direction
I read an interesting statistic that said when a plane from New York takes flight to Los Angeles, it ends up being off...
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Can Personal Finance Really Be Interesting?
Someone recently asked me how I got into personal finance. In the back of my mind I chuckled a little bit because after...
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5 Tips to Help Money Last Until You're 100
Every year I like to read the results of the “Retirement Confidence Survey” which aims to gauge the views and attitudes...
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5 Ideas to Prepare Children for Wealth
My oldest child turns 11 this week!!!! Is he really getting closer to being an adult than a kid? Not only is he starting...
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