May 26, 2022
Please enjoy the following articles, commentary, and financial tid-bits. We look forward to aligning your personal values, vision, and wealth.
The estate settlement process can be long and overwhelming for those going through it. But when you have a checklist prepared with the details and what to expect, you may find it a bit easier than you first thought. If you've been named as executor, there are things you can prepare for prior to the estate settling process. This will help to properly execute on the deceased wishes in a timely manner. Listen to this podcast episode to feel confident with the process to properly settle an estate.

Markets Like This Are Why I Dropped My Securities License
Ben shares his thoughts about why he dropped his securities license. It's because of markets like this one.

Are You Ready For A CFP®?

Are you just starting your financial life and wanting to get your foundation in place? Or do you think you've reached the point that you have your basics in check (living within your means and automating savings) and now need some extra help now...

Read more
Picture of the week
Holly and Devon visited Brandywine Area High School's personal finance class on May 11th to discuss the fundamentals of financial planning, how to get started, where to save, how you know when you're ready for an advisor's help, and our financial planning process.
Wealth Manager
Business Development & Operations Manager
Holly Hinkle
Financial Planning Associate

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

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

Newsletter Tracking # T003489
Podcast Tracking # T003935
Ben Securities Article Tracking # T003874
CFP Ready Article Tracking # T003851

Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor.

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