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!
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
A few strategies that may help you prepare for the cost of higher education.
Four vacation destinations you might never have thought of.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Taking your Social Security benefits at the right time may help maximize your benefit.
Making the most of surprises is a great reason to work with us.
Learn how to harness the power of compound interest for your investments.