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.
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.
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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
When to start? Should I continue to work? How can I maximize my benefit?
An increasing number have been developed to help individuals with their personal finances.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Recent changes in estate tax laws could affect the strategy you have in place.
What are your options for investing in emerging markets?
A bucket plan can help you be better prepared for a comfortable retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are hundreds of ETFs available. Should you invest in them?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.