Our clients get excited when talking about their grandchildren. We get excited when they ask questions and express interest in talking to us about them too! Many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement income for themselves. But who should… Continue reading Tips For Grandparents Funding College Costs For Their Grandchildren
Category: Wealth Transfer
Charitable Donation Notes for 2020
Updates for Donors: CARES ACT The Coronavirus Aid, Relief, and Economic Security (CARES) Act creates two new tax benefits for donors to non-profits. One will mostly benefit low- and middle-income households. The other mostly will benefit a relative handful of high-income givers and may accelerate their donations to non-profits. Here’s what you need to know:… Continue reading Charitable Donation Notes for 2020
5 Things to Do, Financially, Before You’re 50
For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished. It’s a symbol of freedom; no school for kids, a popular vacation time, maybe even more casual attire at work. I’d venture to guess, it’s also the time of the year where people think about retirement… Continue reading 5 Things to Do, Financially, Before You’re 50
9 Ideas to Make Your Summer More Financially Friendly
I’ve often said that budgets never work, but the commitment to trying is better than nothing. While we are big picture, goal-oriented advisors here at the Haas Financial Group, everyone needs a little help watching their spending from time to time, right? So while these ideas won’t help you live a care-free retirement, send your… Continue reading 9 Ideas to Make Your Summer More Financially Friendly
My Work Was My Identity. Now What?
In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long hours. No stressful situations like answering to a boss or managing relationships with co-workers. And for some, no more physical grind on the body, time away from the family or long commutes. Often what… Continue reading My Work Was My Identity. Now What?