July 28, 2021

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

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Podcast Episode # 42: Estate Planning Ideas When Children Are Not The Heirs Have you ever thought of who you should leave your estate to? Estate planning can be daunting with children as heirs, but even more difficult for those with no children or a surviving spouse. Without a family to care for, you may feel that estate planning is not necessary. However, everyone needs an estate plan and you can still be very thoughtful with leaving your legacy. Listen to Adam and Ben discuss ideas for estate planning when there aren't obvious heirs to leave money to. READ MORE

My Daughter's First Soccer Camp My daughter, Mavis, showed interest in playing soccer at a young age and I was thrilled. I immediately started scoping out the best soccer programs for kids in the Lehigh Valley and Reading areas. And this summer she had the opportunity to attend her first camp. Read more about her experience here. By: Devon Volker, Client Relations Associate

‌ ‌ ‌ Benjamin N. Haas, CFP®, CRPC® Wealth Manager ‌ ‌ ‌ Adam Werner, CFP® Wealth Manager Assistant

‌ ‌ ‌ Devon Volker Client Relations Associate ‌ ‌ ‌ Holly Hinkle Financial Planning Assistant

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

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