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?

Retirement Planning

5 Tips to Help Money Last Until You’re 100

Every year I like to read the results of the “Retirement Confidence Survey” which aims to gauge the views and attitudes of working and retired Americans regarding the various aspects of retirement. Of all the questions in the survey (34), I tend to frequently quote the results of one. Of the current workers surveyed, only… Continue reading 5 Tips to Help Money Last Until You’re 100

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

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