May 17, 2023

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

Ep # 99: Why It's Important To Audit Your Financial Plan

Life is constantly changing and it's important to review your financial plan and make any necessary adjustments so your finances are aligned with your goals and wishes. It's also important to fill in any gaps before they become bigger items that are harder to address down the road. A few things to review include:

Cash reserve
Estate documents
Beneficiary designations
Investment allocation

Tune in to hear why it’s important to audit your financial plan.

LISTEN HERE

The Hinkle's 2023 Knoebel's Trip

One of my favorite things as a kid was going to Knoebels Amusement Park at least once a year with my family. Even as an adult, I would jump at any opportunity to go there and enjoy some rides and get tasty food! So, this year’s Mother’s Day consisted of my parents, my sister, my niece Grace, and me piling in the car and driving the hour and a half to Knoebels.

Pictures of the Week - Ava's Prom

Benjamin N. Haas, CFP®, CRPC®, ABFP™️

Wealth Manager

Adam Werner , CFP®

Wealth Manager

Devon Volker

Business Development & Operations Manager

Holly Hinkle

Financial Planning Associate

Haas Financial Group

172 West Main Street

Kutztown, PA 19530

Hours:

Monday - Friday

8am - 5pm

Call to Make an Appointment:

(484) 648-4040

Schedule Online

Newsletter Tracking # T004713

Podcast Tracking # T005768

Holly Personal Article Tracking # T005769

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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