About Us

Finding The Right Fit

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

About Us

You’re Off Course 97% of the Time? Control Your Direction

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

About Us

Can Personal Finance Really Be Interesting?

Someone recently asked me how I got into personal finance.  In the back of my mind I chuckled a little bit because after taking finance and accounting courses in college, I swore these industries would never be in my chosen career path.  To this day, I still wouldn’t say that crunching numbers comes naturally to… Continue reading Can Personal Finance Really Be Interesting?

ABCs

5 Ideas to Prepare Children for Wealth

My oldest child turns 11 this week!!!! Is he really getting closer to being an adult than a kid? Not only is he starting to eat us out of house and home, but we’ve now been having more mature conversations. We’ve been talking about how Middle School will be more responsibility, how he’ll have a… Continue reading 5 Ideas to Prepare Children for Wealth

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