We all know that real trust has to be earned over time through positive experiences. Especially in our world as planners, it can take several years for clients to faithfully allow us into their “Circle of Trust”. We’ve also noticed that as client relationships mature over time, meetings naturally become less frequent due to the… Continue reading Trust is Earned, Not Given
I recently attended a career fair at Kutztown University on behalf of Haas Financial Group. The event was hosted by KU’s Career Development Center for soon-to-be college grads. As I was walking into the student center, I started to reminisce back to my junior and senior years of college at Duquesne - wondering where I… Continue reading Finding The Right Fit
Growing up, we always had a family dog. I don’t remember life with my parents first lab, Ebony, but I still have vivid memories of our second lab, Ginger. Pets have a way of helping define certain periods of your life, don’t they? Ginger was my childhood. But my dog, Paxton, has helped define pretty… Continue reading Paxton’s Pawprints On Our Hearts
Life insurance is an important part of a client’s overall financial plan, and too often, it’s left out of the financial planning picture. Many households have no insurance at all, or, if they do, it’s an employer-provided benefit that may not be enough to adequately address their financial objectives God forbid something horrible happens. Our… Continue reading 3 Things to Know During Life Insurance Awareness Month
Who thinks they know where the stock market is heading for the rest of the year? Anyone have President Trump figured out, or how China will continue to maneuver in trade negotiations? Who has grand insight into the Federal Reserve’s next steps? Crystal ball on this next election cycle and on what an inverted yield… Continue reading Are You Willing to Accept the Certainty of Uncertainty?
