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
I read an interesting statistic that said when a plane from New York takes flight to Los Angeles, it ends up being off course 97% of the time. Air traffic controllers are constantly giving inputs that call for change of direction and altitude to get the plane precisely where it needs to get to. When… Continue reading You’re Off Course 97% of the Time? Control Your Direction
