The LPL Research Outlook 2018: Return of the Business Cycle highlights the opportunities and potential challenges that may lie ahead
for market participants as we get back to the traditional drivers that we'd expect to push the economy and markets forward.
View the completed publication featuring insightful commentary, as well as economic and market guidance for 2018.
As an independent firm, we match the client to the investment, not the investment to the client.Learn More
We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
We work with you to create a personalized roadmap designed to guide you through life’s milestones.Learn More
Understanding Today's Financial Environment
Haire Wealth Management is a driven, relationship oriented investment firm with the goals of providing financial advice and guidance to our clients in every stage of their life. From the beginning with financial planning for college, through the middle years with business retirement plans, life insurance and assets management, to the golden years with wealth management and estate planning. We seek financial stability and security for our clients, thus, pursuing financial independence.Contact Us
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Can you keep up with your children’s mobile slang?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Second marriages are a trigger event to revisit any existing estate strategies.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When considering life insurance, it's important to understand your options.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
When do you need a will? The answer is easy: Right Now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What is your plan for health care during retirement?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.