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:

VIEW MY ACCOUNT

U.S Debt Clock as of 12-11-15

WHY SHOULD I PARTICIPATE IN MY EMPLOYERS RETIREMENT PLAN? 

FOR BUSINESS OWNERS

CALCULATORS I CAN USE

WHAT IS A CERTIFIED FINANCIAL PLANNER?

RETIREMENT

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:

Wounded Warriors Project--

Shane's story of triumph

 

Saddleback Church Orphan Sponsorship

 


HUMOR:

Living with an                          Ultimate Dog Tease       Daisy and Cooper share

English Mastiff                                                                an ice cream

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck