Consider the following questions in regards your finances:
Do I have a financial plan? Is it written?
Am I earning enough on my investments to meet my goals? If not, what can I do?
Am I taking too much risk? Or too little? How can I tell? What can I do?
Am I paying too much in income tax? Estate taxes? What can I do?
Can I retire comfortably? Will I have enough to last my lifetime? If not, what can I do?
I invite you to look at the financial planning videos listed below to give you an access as to what is possible for yourself and your family or business by bringing a planning discipline to your finances. Financial dreams fulfilled are nothing more than applying common sense and discipline to a financial plan that is tailored to work for you.
Thank you for your consideration.
Michael W. Morrison, C.F.P.
WHY SHOULD I CONSIDER USING A FINANCIAL PLAN?
HOW LONG WILL IT TAKE TO DOUBLE MY MONEY?
FINANCIAL PLANNING: ASSISTING YOU IN SEEING THE BIG PICTURE
THREE FACTORS TO CONSIDER WHEN INVESTING FOR RETIREMENT
6 REASONS TO WORK WITH A FINANCIAL PROFESSIONAL
4 MONEY MISTAKES YOU MIGHT BE MAKING
ALERTS:
NEW--Expansion of Pay As You Earn Program for Student Loans
NEW--IRS Limits Employer Pre-Tax Health Care Subsidies
IRA ROLLOVER RULE CHANGES
EASY MONEY WINDS DOWN
WHAT YOU NEED TO KNOW ABOUT THE NEW myRA ACCOUNTS
RULES EASED FOR HEALTH FLEXIBLE SPENDING ARRANGMENTS (FSAs)
NEW SOCIAL SECURITY AND MEDICARE LIMITS TAKE EFFECT
AREAS OF INTEREST:
WHY SHOULD I PARTICIPATE IN MY EMPLOYERS RETIREMENT PLAN?
WHAT IS A CERTIFIED FINANCIAL PLANNER?
FREE BOOKS FOR YOUR PERSONAL LIBRARY
REPLICA COPY 1913 IRS 1040 FORM
TEACHING YOUR CHILDREN ABOUT MONEY
EDUCATION:
'Economics for the Citizen'--basic economic concepts by Walter Williams, PhD
TAXES:
2015 & 2016 TAX TABLES AND MORE
NEWS:
STRATFOR: Stratfor provides global awareness and guidance to individuals, governments and businesses around the world. Stratfor uses a unique, intel-based approach to analyze world affairs.
OP-ED AUDIO & VIDEO:
Milton Friedman debunks the need Margaret Thatcher debunks
for greater Government control. socialism.
AUDIO--Why Capitalism Works presented by George Gilder
AUDIO--The Laffer Curve, Lower Taxes=Higher Revenue presented by Tim Groseclose, UCLA
AUDIO--America's Debt Crisis Explained
AUDIO--The Power of Profit presented by Dr Walter Williams
MIKE'S CHARITIES:
Saddleback Church Orphan Sponsorship
HUMOR:
Living with an Ultimate Dog Tease Daisy and Cooper share
English Mastiff an ice cream
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.