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 to work with clients to build 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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Here are some simple and inexpensive energy-saving tips that may help you save money.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Knowing the rules may help you decide when to start benefits.
Is your estate in order? This short quiz may help you assess your overall strategy.
To choose a plan, it’s important to ask yourself four key questions.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
What are your options for investing in emerging markets?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.