Wealth Transfer

Charitable Donation Notes for 2020

Updates for Donors: CARES ACT The Coronavirus Aid, Relief, and Economic Security (CARES) Act creates two new tax benefits for donors to non-profits. One will mostly benefit low- and middle-income households. The other mostly will benefit a relative handful of high-income givers and may accelerate their donations to non-profits. Here’s what you need to know:… Continue reading Charitable Donation Notes for 2020

ABCs, About Us, Retirement Planning, Uncategorized, Wealth Transfer

5 Things to Do, Financially, Before You’re 50

For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished. It’s a symbol of freedom; no school for kids, a popular vacation time, maybe even more casual attire at work. I’d venture to guess, it’s also the time of the year where people think about retirement… Continue reading 5 Things to Do, Financially, Before You’re 50

About Us, Family, Uncategorized, Wealth Transfer

9 Ideas to Make Your Summer More Financially Friendly

I’ve often said that budgets never work, but the commitment to trying is better than nothing. While we are big picture, goal-oriented advisors here at the Haas Financial Group, everyone needs a little help watching their spending from time to time, right? So while these ideas won’t help you live a care-free retirement, send your… Continue reading 9 Ideas to Make Your Summer More Financially Friendly

ABCs, About Us, Business Owners, Nearing Retirement, Retirement Planning, Uncategorized, Wealth Transfer

My Work Was My Identity. Now What?

In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long hours. No stressful situations like answering to a boss or managing relationships with co-workers. And for some, no more physical grind on the body, time away from the family or long commutes. Often what… Continue reading My Work Was My Identity. Now What?

ABCs, About Us, Nearing Retirement, Retirement Planning, Uncategorized, Wealth Transfer

Financially Sandwiched Generation

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