News

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.

Always be Prepared

January, 2024

Matt Cosentino

Retirement planning can be a scary process for some, but with a little bit of effort and the assistance of an experienced professional, it doesn’t have to be…

107356075-1704814787698-GettyImages-1098366024

43% of Americans with credit card debt say it’s due to emergency expenses—here’s how much it’s costing them

January 9th, 2024

Mike Winters

The number of Americans carrying a credit card balance is climbing, with many using their credit to cover unexpected or emergency expenses, a new Bankrate report reveals…

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

Mockup of Ebook Cover

Sign up for our mailing list

Get Free EBook

Fill out this form and you will get periodic educational emails, notifications about upcoming webinars, and our 17 page EBook on student loans and other options to pay for college. 

Sign Up For

COLLEGE MONEY MATCH

Fill out this form to get started and we will email you a planning agreement and payment information.

If you’re inquiring about a sibling group (i.e. twins), please email us instead.