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.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What’s the deal with your yearly free credit report?
For many, retirement includes contributing their time and talents to an organization in need.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
One way to find money is to examine your current spending habits and eliminate money wasters.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are three things to consider before dipping into retirement savings to pay for college.
When do you need a will? The answer is easy: Right Now.
The market is as unpredictable as the weather. We’d love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.