by munnmorris | Nov 22, 2022 | Financial Planning, Long Term Care
Your investment strategy can greatly influence the success of your portfolio. If you have been investing without a strategy, or your strategy could use an update, then it’s time to reassess how you manage your portfolio. It’s never too late to create a strategy, and...
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...
by munnmorris | Dec 22, 2020 | Articles of Interest, Long Term Care
Investing in the decade leading up to your retirement requires a different strategy than that employed while in your 20s, 30s and 40s. There is no reason to panic if you are approaching retirement and don’t have a large nest egg. Alter your investing strategy as...
by munnmorris | Dec 15, 2020 | Articles of Interest, Long Term Care
Every working adult should give serious consideration to starting an IRA (Individual Retirement Account). Most people have heard about IRAs yet do not understand the true value of this retirement savings tool. Perform your due diligence, research the merits of IRAs...
by munnmorris | Dec 8, 2020 | Articles of Interest, Long Term Care
There is much debate as to whether it is prudent to file for Social Security payments as soon as possible or wait until the age of 70 to maximize the payout. Furthermore, most people don’t know where to start when the time comes to file for Social Security. Let’s take...
by munnmorris | Dec 8, 2020 | Articles of Interest, Financial Planning, Long Term Care, Retirement
Retirement income typically comes from savings, an IRA, a 401(K) and Social Security benefits. However, enjoying truly rewarding golden years will prove much easier if you minimize your tax burden. Prudent tax strategies minimize the amount of money that is redirected...
