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
Tag: Family
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
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
Lessons from Losing Pat
I'm sad as I write this article. A very close client of mine passed away on Sunday. I got to meet Pat 10 years ago but really got to know Pat after her husband had passed away 9 years ago. She had never balanced a checkbook at that point in her life. She had no… Continue reading Lessons from Losing Pat
