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David H. Morgan on Investopedia

…Master of Financial Services (MSFS) degree from the institute of Business & Finance, and the designation of Certified Estate Planner (CEP). He is also certified in various other disciplines, such…

Mark Levin

…their savings once they need long term care. As a Certified Financial Planner, I have helped many of clients secure their financial future by setting up a pregram that reduces…

Should You Get a Part-Time Job in Retirement?

…head back to the office full-time. Instead, they’re looking for a part-time encore career that stimulates their mind, pads their pocketbook, and leaves plenty of free time for enjoying their…

50 Years Later, Was Erisa Worth It?

50 Years Later, Was Erisa Worth It? From: www.morningstar.com Our analysis reveals how the landmark law has affected workers’ retirement income. In 1974, Congress transformed the American retirement system. By…

4 Mistakes to Avoid During Tax Season

…to watch it. Obviously, you should know that you don’t have tax on $300,000. That’s a tax-free rollover. Most rollovers are tax-free. So make sure that they are tax-free. And…

Worried about stocks? Smart investors do these 3 things

…search term these days. The phrase just hit its highest search frequency since 2008 (the year of the financial crisis), according to Google Trends statistics compiled by the blog Daily…

NICEP Letter of Good Standing

…current an in good standing with the National Institute of Certified Estate Planners (NICEP) with regard to his Certified Estate Planner (CEP) certification.” To view the full letter: Click here…

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Our Team

Leadership David H. Morgan M.S.F.S. (BCAA, BCE, CAS, CFS, CIS) Certified Estate Planner (CEP) Certified Financial Fiduciary (CFF) Retirement Management Advisor (RMA) Registered Investment Advisor More About David Client Relations…

Don’t Let the Inflation Monster Eat Your Small Business

…a simple sentence or two that allows your customers to know what is unique about your company and how you can help them. A common way to develop this strategy…

The Best of Both Worlds?

…and you’re still protected. Live, die, or quit — you’re still OK.” Where does the money for the premium come from? Linked policies appeal mainly to people in their 50s…