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!
Avoiding Cognitive Decline
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9 Facts About Social Security
There are things about Social Security that might surprise you.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Currency has been around for a long time. Here’s a quick history lesson.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.
You’ve made investments your whole life. Work with us to help make the most of them.