It’s hard for me to believe that Haas Financial Group is turning six years old today. Birthdays have a way of forcing reflection, don’t they? “Where did the time go?” “Did I accomplish everything I thought I could?” “If I knew then what I know now, what would I have done differently?” As I think… Continue reading Reflections On Haas Financial Groups’ 6th Birthday
If you watch Good Morning America regularly1, or are an avid Facebook user, you may have stumbled across Ruby Kate Chitsey by now. Her story has gone a bit viral. Ruby is an amazing 11-year old whose story connected deeply with me, not just because I also have an almost 11-year old, but because I’m willing to bet Ruby’s generosity was a learned… Continue reading Lessons From Ruby: Raising Charitable (Grand)kids
I sat with a client last week, recently retired, who said she had thought about going to Italy on a big vacation but wasn’t sure she could afford it so early in her retirement. We sat and talked through her feelings so I could understand it from her side. I then opened my laptop and… Continue reading Everyday Examples For Why You Should Have A Financial Plan
I’ve got baseball on the brain. ‘Tis the season for warmer weather with a cool breeze, cleaning out the garage, planting my garden and...baseball. I’ve also been doing a lot of talking and analysis on Social Security benefits. So, forgive the cheesy title, but I’m seeing a lot people falling for the curveballs and striking… Continue reading Don’t Let Social Security Strike You Out
The title of my article this week could be misleading. Adam and I had a meeting a few weeks ago and the topic of “growing up” was discussed. Talking about “growing up” was not about maturity levels or responsibilities. It was about sitting down and thinking about the next phase of life for this gentleman.… Continue reading When Is the Right Time to “Grow Up”?