Haas Financial Group

We're all ready to turn the page to 2021, right? Not so fast! Check out this list of "Year End Financial Planning Considerations" for a timely checklist on what should be handled before 12/31/2020. Do you have a financial planner taking care of these things? Or should you call us? https://youtu.be/eZ4hPWHIMvQ

Tomorrow is Giving Tuesday. We want to GIVE through our monetary gifts, but also with our time and talents. Our podcasting is our gift of education to whomever wants in. And for those looking for education on different ways to GIVE financially, take a listen! https://www.haasfinancialgroup.com/pod/ep-12-giving-tuesday #givingtuesday2020 #abconversations #financialplanning

The Haas Financial Group would like to wish everyone a happy and healthy Thanksgiving! See what the HFG Clients had to say about THANKS in what has been a difficult year. We are all in this together. Financial Planning is as much about care and empathy as advice. We're so thankful to serve our clients. https://online.flippingbook.com/view/53454

https://haasfinancialgroup.blog//social-security-cola-for/

Thinking about collecting Social Security? In this episode, we discuss the complexities and variables of Social Security. Listen to the full episode on Spotify: https://open.spotify.com/episode/7JLuQpL7Mr91dgfoCzuDvB

In episode 10, we provide suggestions to those caring for a loved one's financial life Listen on Spotify: https://open.spotify.com/episode/6Yznc605Cgj7IRcEjeWCHw

Today is World Financial Planning Day! We're here to help raise awareness of the value of financial planning. Visit our website, www.haasfinancialgroup.com, to find out how we can help you. #WFPD2020 #financialplanning #askhfg

Listen to our investment commentary on the volatile month of September and where we are in the investment process for our clients. https://youtu.be/t2rGMy8v8vo

It's #internationalpodcastday! In celebration, we have a new episode out today on preparing for the unexpected. Spotify: https://open.spotify.com/episode/3lEN8Qu51aiIVTetzpKBgB If you haven't checked out our new podcast, A/B Conversations: CFP Your Way Out Of It, today is the perfect day! And if you are already listening, thanks for joining us on this journey!... You can also see our smiling faces on YouTube: https://youtu.be/peXEtN56ab0

Hear from Holly Hinkle, our new Financial Planning Assistant, about her experiences during the first couple of weeks with us! https://haasfinancialgroup.blog//a-blessing-in-disguise-b/

In this episode, we will explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those financial behaviors. Myth #1: Investing - I don't want to take any risk. We will address with our 3 Bucket Theory. Myth #2: Cash is King. Inflation is a problem for longevity if you are too conservative. Myth #3: The "I Love You Will". Poses unintended consequences of not having a deeper plan.... Listen on Spotify https://open.spotify.com/episode/2DSYTOcJL6sEC2BT85aQQ2 Watch the full video on our website https://www.haasfinancialgroup.com//ep-7-pennsylvania-dutc Buzzsprout

How should I be invested for the next stock market downturn? Here's our advice. It's FREE! https://haasfinancialgroup.blog//free-investment-advice-j/ #askhfg #investing

Presidential election years are always high drama, but 2020 is arguably unprecedented. Susan Olson, Vice President Government Relations at Natixis Investment Managers, will provide a presentation on the election and it's potential impacts on investments. We'll have a Q&A portion with Susan, Ben and Adam addressing questions curated from you. Comment below or send us your questions directly ([email protected]) prior to September 21st! The presentation will be recorded and we'll let you know once it's available.

Join us in welcoming Holly to the Haas Financial Group team! Link to Holly's bio: https://www.haasfinancialgroup.com/team-member/holly-hinkle

You asked, we answered! In this episode we define the 4% withdrawal rule and give tips for developing a revenue stream and portfolio to support the 4% withdrawal rule in retirement. Subscribe to our Podcast on Spotify: https://open.spotify.com/show/7Euw08dYFRJkaJCKmbQJgj... Or you can check out our Podcast videos on YouTube: https://www.youtube.com/channel/UCG2i3d29DbECVjIZDGUAkpg

Our Podcast is LIVE! Welcome to A/B Conversations: We Will Help You CFP Your Way Out Of It, a podcast where you get into the minds of a couple Certified Financial Planners on how we think about everyday financial planning questions and what should really matter most to you. Each week, we'll discuss what's on our mind about the financial topics you care about most. What topics would you like Adam and Ben to discuss?! Submit a question for us to consider. Check out our inau...gural episode and subscribe! https://open.spotify.com/episode/5n7oQrFYdSHTRw1hjLJquO See more

Over the last few months the world, our lives and in some cases what we value most, have changed. It's leaving us with more questions than answers. Is your financial advisor answering your questions about your financial future? Find out how Haas Financial Group may be able to help by scheduling a free introductory meeting with us https://go.oncehub.com/IntroMeetingwithBen... #askhfg #FinancialPlanning