February 26, 2020
Aligning your personal values, vision, and wealth
Greetings!
Please enjoy the following articles, commentary, and financial tid-bits. We look forward to aligning your personal values, vision and wealth.
FEATURED ARTICLE
THE 5 TAX POTHOLES
By: John P. Napolitano, CFP®, CPA, PFS, MST
While you’re gathering your tax information to prepare this year’s tax forms, let me share the top 5 problems in your financial world that should stick out like a sore thumb to anyone reading your return.
LPL RESEARCH
PICTURE OF THE WEEK

Ben presented at the Kutztown Library on the changes that SECURE Act may have on your retirement planning.

Feel free to let us know what other topics you would be interested in learning more about!
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.

Newsletter Tracking # 1-853723
Article Tracking # 1-955335

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.