Munn & Morris Financial Advisors
  • Home
  • About Us
    • Our Team
    • Why Work with a CFP®
  • Our Process
    • Comprehensive Financial Planning Process
    • Retirement Planning
    • Life Planning
  • Resources
  • Contact Us
  • Client Access
Select Page
Traditional IRA vs Roth IRA

Traditional IRA vs Roth IRA

by munnmorris | Jan 4, 2022 | Budgeting, Financial Journeys, Financial Planning, Helpful Resources, Retirement

It is never a bad idea to begin planning for retirement, no matter what stage of life you are in. Today is when all those small decisions about retirement can start having a big impact on your future self.  It is important to remember that it is never too soon to plan...
401K

401K

by munnmorris | Dec 29, 2021 | Articles of Interest, Financial Planning, Helpful Resources, Retirement

A 401k is a retirement account that you can open with your employer for savings. The goal of this type of account is to continue to save over time to help support your future retirement. You may not know what all goes into a 401(k) plan. That doesn’t mean you...
What is a fiduciary? And what differentiates them? Why should you have one?

What is a fiduciary? And what differentiates them? Why should you have one?

by munnmorris | Dec 22, 2021 | Financial Planning, Helpful Resources

Fiduciaries are tasked with managing a client’s investments to make sure they’re being used properly and wisely so that their clients’ well-being comes first.  They act in your interests when it comes to managing money or property on behalf of the two...

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

by kevink | Dec 27, 2018 | Articles of Interest, Budgeting, Financial Planning, Helpful Resources, Retirement

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep...

Be Careful About Picking Beneficiaries for Your IRA & 401(k)

by kevink | Dec 26, 2018 | Articles of Interest, Financial Planning, Helpful Resources, Retirement

Inheriting IRA or 401(k) proceeds from a friend or relative can be a potentially huge windfall, but it can also be a sizable tax headache. For both the giver and the recipient, it’s worth getting some advice. Bank accounts, stocks, real estate, and life insurance...

Positioning Yourself for a Market Rebound

by kevink | Nov 29, 2018 | Articles of Interest, Financial Journeys, Helpful Resources

The experience of a declining market or perceived recession can be a heart racing experience. The temptation to move investments to historically safer territory can be overwhelming. But history tells us that sticking with your long-term investment plan, including...
« Older Entries

Download the Complimentary Guides Below

Retired and Confident: 6 Questions Toward Financial Security

Download

5 Steps to Plan for a Comfortable and Secure Retirement

Download

Suddenly Single and Stuck: a Financial Guide for Unexpected Hardship

Download

Empty Nesters: Celebrating Your New Normal

Download

Recent Posts

  • Quick math
  • Stock market ups and downs
  • Straighten Out Your Financial Accounts
  • Financial Thoughts
  • Is Out-of-State Tuition Worth It?

Let’s Start a Conversation

The thought of reaching the day when your working days are over should evoke joy, not fear or concern. We can provide the thorough planning and diligent preparation that can help ensure that you are not just looking toward the future – but looking forward to it.
Schedule a Discovery Meeting

Contact Us

Check the background of this investment professional on FINRA’s BrokerCheck

© 2021 Raymond James Financial Services, Inc., member FINRA / SIPC | Privacy Policy

CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Munn & Morris Financial Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Website created by Redfern Media