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

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, 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