For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of financial hemorrhage. Sandwiched between adult children seeking (multiple?) degrees or grounded by a lack of available jobs and aging parents needing care and support, these clients are finding themselves having to keep multiple generations afloat, often… Continue reading Financially Sandwiched Generation
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Celebrating Mother’s Day
Bits of Wisdom from Mom – Adam Werner I know a lot of us have those little bits of wisdom that get passed down from generation to generation. Here are some from my Mom that stuck with me and that I find myself repeating to my own kids now, too. “Why lie when the truth… Continue reading Celebrating Mother’s Day
Free Investment Advice Just For You (In 400 Words)
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 for it(!) Much to the dismay of traditional brokerage houses and traditional financial advisors. We offer advice too but happen to have strong opinions on what… Continue reading Free Investment Advice Just For You (In 400 Words)
Reflections On Haas Financial Groups’ 6th Birthday
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
Lessons From Ruby: Raising Charitable (Grand)kids
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
