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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!

Helpful Content

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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