Understanding Today’s Financial Environment
Welcome, Haskell Wealth Management is a financial consultant office in Palm Desert, CA. We understand that individuals face unique challenges as they prepare for the years ahead of them as they enter retirement or other life milestones. Taking the mystery out of preparing for today and tomorrow is our goal at Haskell Wealth Management. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 760.770.4300.
Helpful Content
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When Markets React
When markets shift, experienced investors stick to their strategy.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.