A Partner for Today's Wealth Management Environment
Morgan Financial Group was founded on my belief that “True Wealth” is all that money can't buy and death can't take away. Financial stability has less to do with the numbers on your balance sheet and more to do with a balanced life.
Individuals and families face unique challenges as they prepare for retirement in today’s environment of market volatility and reduced pensions and social security. Whether your goal is saving for retirement, protecting your wealth, or planning for your legacy our personalized approach focusing on your needs, wants, and goals and objectives will ensure you are well directed on your journey.
As your trusted advisor we are dedicated to helping you address your needs today and throughout your life. We provide servant leadership to our clients, designing plans around what is most important to each unique journey toward financial stability. We look forward to serving you through all stages of your life.
Creative financial planning enables Morgan Financial Group to design plans to achieve your personal goals. Watch how Creative Financial Planning can achieve your goals.Watch Video
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What’s My 2024 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
A timeline covering a few of the major provisions of the SECURE Act 2.0.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
A special needs trust helps care for a special needs child when you’re gone.
When markets shift, experienced investors stick to their strategy.
An amusing and whimsical look at behavioral finance best practices for investors.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.