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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Military families face unique challenges, making personal finance even more critical.
An inside look at how marginal income tax brackets work.
It's important to make sure your retirement strategy anticipates health-care expenses.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?
It's easy to let investments accumulate like old receipts in a junk drawer.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are hundreds of ETFs available. Should you invest in them?