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At Morrison & Associates Wealth Management we are dedicated to helping you achieve your financial objectives no matter your stage in life.  For over 30 years, our experienced team has taken a proactive approach in working with individuals, families and businesses build their financial foundation for today while helping keep their sights on the future.

Building, investing and protecting your unique financial situation can often times be confusing and ultimately frustrating.  Our approach at Morrison & Associates Wealth Management is designed around working with clients while building strategies that are customized to their personal lifestyle, risk tolerance and future goals.  Investments, insurance and financial strategies designed specifically for you!

Offering tax planning and preparation services, we provide a comprehensive approach to your wealth management.  Business clients of Morrison & Associates Wealth Management work with an experienced team of accounting specialists to accommodate any of their business needs.

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The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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