January 23, 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
Ben's Bold Predictions for 2020
(3 Minute Read)
Happy 2020 everyone! As we speed through the start of the year, a fresh beginning, a new decade and what is also an election year, I’m willing to make some predictions for you. I’m not in the game of making guesses per se [I’d rather call them “reasonable assumptions”]. But I share these predictions to try to illustrate a point and help you with your planning this year. After you read through them, you can decide for yourself if they are indeed bold predictions, or not.

Here goes…drum roll please…. 
LPL RESEARCH
PICTURES OF THE WEEK
January 26th is National Spouse's Day. So this week we are taking time out of our busy schedules to stop and appreciate the person we share our lives with!
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 to dvolker@haasfinancialgroup.com
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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