Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Morrison & Associates Wealth Management has created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, wealth preservation, business accounting and taxes. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management to help you learn more about who we are and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
An inside look at how marginal income tax brackets work.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
To choose a plan, it’s important to ask yourself four key questions.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential capital gains taxes due on your transactions.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement 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.
Here are five facts about Social Security that might surprise you.
Have you explored all of your choices when it comes to managing your taxable income?
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.