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How to Talk to Your Parents About Estate Planning

How to Talk to Your Parents About Estate Planning

by munnmorris | Nov 10, 2022 | estate planning, Helpful Resources

Estate planning is an important topic that all families should discuss. By having a conversation with your parents about estate planning, you can help ensure their wishes are carried out after they pass away. There are a number of different things to consider when...
Incentive Trusts

Incentive Trusts

by munnmorris | Nov 8, 2022 | Financial Journeys, Financial Planning, Helpful Resources, Long Term Care

We all have goals for ourselves, and we all are familiar with laying out plans to accomplish those goals, mental checklists of steps we have taken or need to take in order to get where we want to be. But what about the goals we have for our children or other family...
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...
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