Haisman Wealth Management

Considerations for Inherited Retirement Assets

admin — Wed, 08 May 2013 19:04:00 +0000

Your options in managing assets that you inherit from a loved one’s qualified retirement plan may depend on the type of retirement plan in question — for example, 401(k)/403(b) plan

Spring Cleaning

admin — Wed, 24 Apr 2013 19:01:00 +0000

As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your

Setting Up a Custodial Account

admin — Fri, 12 Apr 2013 18:56:00 +0000

Setting up a custodial account can be a smart move for adults who want to gift their assets and help their children become financially independent. But there are many considerations

Stretch IRA: A Handy Estate-Planning Tool

admin — Fri, 08 Mar 2013 15:49:00 +0000

A stretch IRA is a traditional IRA that passes from the account owner to one or more younger beneficiaries at the time of the account owner’s death. Since the younger

Operating a Home Business: Can It Work for You?

admin — Fri, 15 Feb 2013 14:44:00 +0000

Today, running a business out of your home makes more sense than ever. But is it right for you? Estimates by the U.S. Bureau of Labor Statistics in 2010 show

When Should You Collect Social Security?

admin — Fri, 01 Feb 2013 14:30:00 +0000

When should you begin collecting Social Security? The answer depends in part on how long you think you’ll be around to collect it. A growing number of Americans have been

Life Insurance Can You (or Your Children)Afford Not to Have Enough?

admin — Fri, 18 Jan 2013 14:12:00 +0000

If you’re like a lot of people, the idea of spending 10 or 15 minutes reading about the importance of life insurance may not seem like the best way to

Operating a Home Business: Can It Work for You?

admin — Tue, 08 Jan 2013 20:06:00 +0000

Today, running a business out of your home makes more sense than ever. But is it right for you? Estimates by the U.S. Bureau of Labor Statistics in 2010 show

Get Ready for Your Year-End Review

admin — Mon, 10 Dec 2012 15:07:00 +0000

The last few months of a year often prompt people to think about goals they want to pursue in the year ahead. If your goals include investment issues, an annual

Marriage: Entering a New Investment Life

admin — Mon, 26 Nov 2012 17:21:00 +0000

There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues