To enhance our client experience, the tax and accounting division of Morrison & Associates has merged with Apex CPAs & Consultants, Inc. in St. Charles, Illinois. For more information please visit at APEXCPAS.COM or call (630) 584-4555.
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!
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
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.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Even if you’re young and single, you should still consider protecting yourself.
If you find it hard to attain personal life goals, there’s an app for that!
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a few things to consider when buying or leasing your next vehicle.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.