David Haas, CFP® is often called upon by national publications for his insight and opinions as well as his expertise in many areas of financial planning. We invite you to read some of these informative articles in which David has been quoted.
Health Savings Accounts: From Simple Savings To Investment Powerhouse
November 11th, 2023
Robert Powell
Once just a vehicle for immediate health care costs, health savings accounts, or HSAs, have transformed into a potent financial tool. Many investors are leveraging their HSA’s triple-tax benefits for long-term health and retirement planning.
MarketWatch - Opinion: Think twice about rebalancing your stocks and bonds before January and do this instead.
December 14th, 2022
Beth Pinsker
Most people won’t benefit from frequently rejiggering their investments and should focus on starting fresh in the new year.
MarketWatch - Opinion: The days of IRS forgiveness for RMD mistakes may soon be over.
January 13th, 2023
Beth Pinsker
Did you forget to take your RMD? You can beg forgiveness…but maybe not for much longer.
CNBC - Gold and crypto have been called ‘inflation-proof’ investments—so far in 2022, neither seems to be a great hedge
September 23rd, 2022
Mike Winters
Gold and crypto have been called ‘inflation-proof’ investments—so far in 2022, neither seems to be a great hedge
AARP - 10 Types of Insurance You Don’t Need
November 2nd, 2022
Patricia Amend
Save money by examining the coverage you have and getting rid of what you don’t need.
Bottom Line Inc. - Boomerang Kids and Your Bottom Line
October 5th, 2022
David Haas
Boomerang kids are booming. More than half of American adults ages 18 to 30 lived with their parents in 2020—the first time that has happened since the Great Depression, according to Pew Research Center.
AARP - You’ve Lost an Important Document. Now What?
February 14th, 2023
Niamh Rowe
How to proceed when you can’t find the paperwork you need
