Carnegie Investment Counsel Blog

Donald L Haisman, CFP®

Donald L Haisman, CFP®
Don Haisman serves Carnegie Investment Counsel as the Managing Director of the firm’s Ft. Myers office and is a CERTIFIED FINANCIAL PLANNER™. Don’s investment philosophy is derived from his studies of Modern Portfolio Theory—focusing on building individual client portfolios that maximize profits per unit of investment risk.

Recent Posts

8 Things You Need to Know to Survive and Thrive with Sudden Wealth

Posted by Donald L Haisman, CFP® on Feb 2, 2021 1:30:00 PM

Suddenly find yourself winning the lottery or with an unexpected inheritance? Or maybe you sold your company for a surprising amount. Sudden wealth means receiving more wealth than you are in the habit of being responsible for and having it happen quickly. While it may sound to some like a dream come true, there are both mental and financial considerations involved with sudden wealth. Here are eight steps to help you survive and thrive:

Read More

Topics: Investing, Financial Planning, Wealth Management

Financial Planning for Families Living with Parkinson's

Posted by Donald L Haisman, CFP® on Apr 21, 2020 11:45:00 AM

How It Happened: My Personal Parkinson’s Story as originally published in the Parkinson’s Journal 

Read More

Topics: Financial Planning

How To Give Your Income Tax To Charity From an IRA

Posted by Donald L Haisman, CFP® on Nov 29, 2016 4:35:16 PM

Is it true?  Can I really?  There must be some catch?

These are some of the questions I received recently to my suggestion of giving taxes to charity.  My answer is a frank, ‘yes’. You can give some of your taxes to any qualified public charity.  The “giving” I am talking about is called Qualified Charitable Deduction (QCD). 

Recent History

Last December Congress made a permanent provision in the tax code.  Please note, there are two catches.  First, you must be age 70 ½ or older, and second, you must make the donation only from an Individual Retirement Account (IRA). 

Read More

Topics: Giving

Financial Planning - Is It Just a Buzzword?

Posted by Donald L Haisman, CFP® on Jan 6, 2015 1:53:00 PM

Do you know how many buzzwords there are? Just the word “Buzzword” brings up over 6 million results on the Internet.  There is even a Buzzword of the Day.  Dictionary.com defines Buzzword as a word or phrase, often sounding authoritative or technical, that is a vogue term in a particular profession, field of study, popular culture, etc. 

Financial planning has become such a buzzword resulting in over 22 million Internet search results. The term, “Financial Planning” appears quite often in all types of media.  But, what is it?

Read More

Topics: Financial Planning

    carnegie top 4 things 2021 version-1

    Looking to hire a Financial Advisor?

    Enclosed in our eBook are four questions we recommend you ask any prospective group you review. Plus, you'll learn: 

    • The difference between fiduciary and suitability standards
    • Learn how some advisors may not be required to work in your best interest
    • Be aware of various types of hidden costs
    • The importance of third party custodians
    • The difference between fee-based and fee-only

    Download Now, It's Free

    Recent Posts

    Subscribe here for monthly blog updates!