October 13, 2021
Please enjoy the following articles, commentary, and financial tid-bits. We look forward to aligning your personal values, vision, and wealth.
Ep # 53: Don't Fall Into Open Enrollment. Tackle It Head On!
It’s that time of the year to talk about open enrollment!

Open enrollment comes once a year and is a great time for you to review your work benefits and update them to better fit your current financial life. Life changes. What you may have originally picked for your health benefits might not be the best fit anymore for you and your family. Making sure that your work benefits line up with all the other pieces of your financial life is important so it fits into the grand scheme of your financial plan. In this podcast episode, we give education around what you should focus on during open enrollment time.

Managing Your Medicare Decision

Medicare is a big decision. We suggest not making the decision on your own, but instead get some help from an industry professional. It’s a choice that you may have to feel comfortable with for over 30 years.

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📪 Our Q3 Magazine is now available!

As you read through these articles and interviews, our hope is that you reflect on your upbringing and life experiences and recognize how they may have impacted your financial decision-making thus far. Our job is to embrace those experiences and help you through any biases or life events that may blur your perspective going forward and help you stay on track with your financial plan. We are not the experts here, but we won't stop trying to be educated and connected on how to help best serve you now and in the future.

The free digital copy of our magazine is available on our website at the link below:

If there is someone that you know that could benefit from this information, please let us know and we'd be happy to mail a copy of the magazine directly to their house. As always, if you have any feedback, suggestions, or topics you'd like to see covered in the future, please email: dvolker@haasfinancialgroup.com.
Wealth Manager Assistant
Client Relations Associate
Holly Hinkle
Financial Planning Assistant

Haas Financial Group
172 West Main Street
Kutztown, PA 19530
Monday - Friday
8am - 5pm

Call to Make an Appointment:
(484) 648-4040

Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Haas Financial Group are separate entities from LPL Financial.

The opinions expressed in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. No strategy assures success or protection against loss.

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