Category Archives: Financial Planning

News-Press Free Financial Planning Hotline October 3

By admin | Published: August 25, 2010
Not sure how to proceed with your financial planning and goals?  Fortunately, you can now access free professional help to put you on the right financial path. On October 3rd from 9:00 AM to 3:00 PM,  The News-Press will once again host a hotline with members of the Financial Planning Association of Southwest Florida available to [...]
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Planning For a Child’s Private School Education

By admin | Published: July 30, 2010
Sending a child to private primary and secondary school is an expensive proposition. Because of this many grandparents are assisting financially in the education of their grandchildren. Some parents have the income that makes this easier, but for the rest, it’s necessary to create a pay-as-you-go system that will somehow make it all work. The [...]
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The Investment Plan – Part II

By admin | Published: July 23, 2010
BY DONALD L. HAISMAN, CFP® This is the second in the series of articles outlining what goes into the Haisman Wealth Management Inc. written Investment Plan that describes your investment strategy. You were most likely provided an Investment Plan or similar plan at the beginning of our professional relationship. In part one of this series, which debuted [...]
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For a Higher Yielding Investment – The Return of the Personal Loan

By admin | Published: April 27, 2010
With continued low interest rates, most people are looking for a better yielding investment. At the same time, lending requirements are relatively tight for most consumers. Both needs could be addressed by borrowing outside the banking system from family or friends. It is likely that the lender could obtain a higher interest rate than the [...]
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The Investment Plan – Overall View

By admin | Published: April 16, 2010
By – Donald L. Haisman, CFP® This is the first in the series of articles outlining what goes into the Haisman Wealth Management Inc. written Investment Plan. You were most likely provided an Investment Plan or similar plan at the beginning of our professional relationship. As with any investment made in life—a family, a home, a college [...]
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Money To Burn?

By admin | Published: April 1, 2010
Questions to Ask to Keep Your Organization’s Investments from Going up in Smoke The reaction to Don Haisman’s presentation before the Planned Giving Council of Lee County was curious. One of the attendees, the director of a local nonprofit, said, “this topic is never discussed in our organization.” Usually the topics presented at general membership meetings are [...]
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The Federal Death Tax Might Be Taking a Holiday, But Keep an Eye on Inheritance Tax Policy

By admin | Published: March 31, 2010
With the 24/7 rush to get health care reform legislation through the U.S. Senate in the waning days of 2009 and so far in 2010, Congress let the federal estate tax die for 2010 as planned by the Bush Administration back in 2001. That’s not expected to stay the case for long. Many experts anticipate [...]
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HWM attends TDAmeritrade National Conference

By admin | Published: February 23, 2010
Haisman Wealth Management attends national conference with two former U.S. Presidents FORT MYERS, Fla. (Feb. 16, 2010) – CERTIFIED FINANCIAL PLANNER™ professional Donald Haisman, along with Catherine Jackson, director of research and investments and Evan McGrath, operations manager at Haisman Wealth Management recently attended TD AMERITRADE Institutional’s largest national conference. Former presidents, Bill Clinton and George [...]
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Grandparents, Grandchildren and Money – How to Help Financially

By admin | Published: December 31, 2009
Careful planning can ensure a healthy contribution to the education and financial future of your grandchildren. The first step involves a talk between you (the grandparents) and your adult children. According to 2008 research from The Hartford Financial Services Group, 65 percent of grandparents surveyed reported that they plan to contribute financially to their grandchildren’s college [...]
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Considering a Pet? – A Lot to Think About

By admin | Published: December 31, 2009
Some of the most heartbreaking news reports out of the latest recession involved the number of pets being left at animal shelters by owners who could no longer afford to keep them. If you’ve considered giving a rescue or a pedigree a home, think first about all of the aspects of owning and giving them [...]
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