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

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 

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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). 

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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?

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Topics: Financial Planning

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