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.

Our Mission

The mission of Haskell Wealth Management is to serve our clients so they are able to realize financial freedom and pursue their goals and passions with trust, knowledge and confidence.

How We Can Help You

Services

 

 

Private Client Group

 

Corporate Services

 

Everyone has a risk number. What’s yours?

Meet our team

Blogs

Weekly Market Commentary 12.09.2024

Jimmy Lee |
Categories
Weekly Market Commentary
The Markets U.S. stocks thrive amid turmoil. The performance of the U.S. stock market is striking. Last week, the Standard & Poor’s (S&P) 500 closed at a record high for the 57 th time this year, reported Rita Nazareth of Bloomberg. Here are some of the notable factors that sent stocks higher last week: Political upheaval overseas. A declaration and cancellation of martial law in South Korea and the toppling of the French government roiled...

Planning for Long-Term Care: What You Need to Know

Raymond Bell |
Categories
Weekly Market Commentary
Many people mistakenly believe they’ll never need skilled nursing care or that Medicare will fully cover it. This misconception arises from confusion between Medicare (federal health insurance for those 65+) and Medicaid (a joint federal-state program for low-income individuals and the largest payer of long-term care). Medicare and Long-Term Care Medicare only covers skilled nursing care if: 1.You’ve had a hospital stay of at least 3 days. 2. You’re admitted to a Medicare-certified facility within...