Category Archives: Financial Planning

What’s Your Risk Tolerance?

By admin | Published: February 4, 2011

Going into a New Year with hopefully better economic and market prospects, it’s a good time to start researching investments. With that, it’s also a good time to review how

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The 4 Percent Rule

By admin | Published: January 27, 2011

With stagnant incomes and roller-coaster investment returns over the past decade, individuals on the brink of retirement might wonder what became of all those “rules of thumb” affecting how they

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Also posted in Affluent Families, Retirement Issues | Comments closed

Ways to Control What You Will Spend on a Funeral

By admin | Published: November 24, 2010

What do you and your loved ones really want? It makes sense to talk with your parents, your spouse or partner or your children about what your wishes and theirs

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If a Friend or Relative Needs Financial Help, Do it the Right Way

By admin | Published: November 10, 2010

With consumer credit numbers and housing foreclosure rates at all time highs, there may indeed be someone close to you who needs financial help. Here are some questions to ask

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The Investment Plan Part III

By admin | Published: October 19, 2010

This is the third 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

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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

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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

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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

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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

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Also posted in Business & Non-Profit Organizations, Estate Planning, News | Comments closed

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.

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