Greetings!
Please enjoy the following articles, commentary, and financial tid-bits. We look forward to aligning your personal values, vision and wealth.
FEATURED ARTICLE
5 Financial Lessons from the Haas Family Relocation
(3 Minute Read)
We are finally out of our Kutztown home and officially residents of Lenhartsville, PA. Taking the month of January to strategically move instead of ripping the band-aid all at once sounded like a great idea when we bought the house in Greenwich Township. But that 1/31/2020 deadline loomed large on us last week as there was so much to move and assess and throw away and find a new home for and organize and….. 
LPL RESEARCH
PICTURE OF THE WEEK
Adam and his family attended the Maple Grove Racing Banquet for 2019 on Saturday. Adam was second in his class and Ava won fifth in her class.
FEBRUARY PRESENTATION AT THE KUTZTOWN COMMUNITY LIBRARY

  • What has changed with the passing of the SECURE Act?
  • How may it affect my retirement?
  • What strategies can be used in planning?

Date: Tuesday, February 25 @ 6pm

RSVP at the Kutztown Library or use the link below:

Wealth Manager Assistant
Client Relations Associate

 Haas Financial Group
172 West Main Street
Kutztown, PA 19530
Hours:
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 U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors 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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Article Tracking # 1-947215
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