January 17, 2023

Please enjoy the following articles, commentary, and financial tid-bits. We look forward to aligning your personal values, vision, and wealth.

The New Year naturally presents a time for people to hit the reset button and think about what matters most to them, especially through the lens of financial planning. When your values are clear to you, making decisions becomes easier.

We use your Statement of Financial Purpose as a powerful tool to help align what you're doing in your life from a financial perspective. We are big proponents of aligning your values, vision, and wealth. When we understand the context of what matters most to you, it helps us walk through the pros and cons of financial decisions in a different way that isn’t just about the numbers.

Check out our latest podcast episode on "What Is A Financial Purpose Statement?"

LINK TO PODCAST

A new year means inflation adjusted gifting limits! Although it may feel like small changes, we wanted to highlight this because we know gifting is important to many clients and want to know how it could impact their financial plan.

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The turning of the calendar into a New Year offers all of us a natural marker to review our lives, reflect, and set new goals for the coming year. Some call it “the fresh start effect” which states that people are better at tackling goals and making positive changes when they psychologically feel a page has turned – birthdays, New Years, new seasons, new life events, the first of each month - these are all good excuses to push ourselves to change. I hope you’ve taken the time to reflect, refresh and start anew with an added focus on what really matters most to you for 2023!

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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

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