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All posts by Mark Haser

Mark Haser, M.B.A., CFP®, is a Wealth Advisor at Artemis Advisors. His areas of interest include retirement and education planning, risk management, and cash flow management.

Financial Planning Strategies for the Blue Wave

September 27, 2020

The financial planning implications of a Biden presidency are extremely broad. Given the expansive nature of the potential changes, I am focusing this post on addressing the  implications of a few of the more impactful tax provisions of the Biden plan. If you’re interested in a broader take on the economic implications of a Biden presidency (“Bidenomics”), see my colleague Leigh Bivings’ article here. With … Read more

POSTED IN: blog, Tax Planning tagged with:

Should You Pay Off Your Mortgage Early?

September 3, 2020

Deciding to pay off your mortgage early vs. investing your excess cash is not as cut and dry as many people would have you believe. Read on to find out how to assess this decision based on your own unique circumstances.… Read more

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The Long-Term Care Dilemma

July 28, 2020

This post is the third of a three-part series on retiree healthcare expenses.

Part 1: Drivers of Retiree Healthcare Expenses
Part 2: Understanding Medicare
Part 3: The Long-term Care Dilemma

 

In this final post of the series, I tackle how you should factor the potential cost of long-term care (LTC) into your overall healthcare expenses.

 

What is long-term care?

 

Long-term care (LTC) typically … Read more

Puzzles and Asset Location Investing

June 24, 2020

My wife gave me this puzzle for Father’s Day this year. My 3-year-old absolutely loves puzzles, so I think we did the puzzle about 10 times the very first day. He can almost do the whole thing by himself. I’ve been teaching him the basic rules for solving a jigsaw puzzle:

  • Put the corners in place first
  • Next try to find the edge pieces and put
Read more
POSTED IN: blog, Investing

Golfing in a Bear Market

April 28, 2020

When I was learning to play golf as a teenager, my uncle Jim would always tell me that golf is all about minimizing mistakes. If I wanted to score well, I needed to have good “course management”—that is, understand which shots might get me into big trouble (e.g., water hazards, deep sand traps) and do my best to avoid them.

As J. David Stein writes in … Read more

POSTED IN: blog, Investing