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…
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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…
Saving For Retirement Is Important But What Happens After Is Even More Important
…from your retirement assets, you want to preserve your nest egg for around 25 years. The 4% originates from Monte Carlo simulations, a statistical analysis method. However, this approach is…
Real World Index Annuity Returns
…and actual interest that was credited. • Annuity returns have been competitive with alternative portfolios of stocks and bonds. • Their design has limited the downside returns associated with declining…
Books by David H. Morgan
…Tax Mistakes, Retirement Planning, and much more. We’ve put together these resources as complimentary guides to help you in your financial growth and planning. Tax-Free Money for Long-Term Care A…
Moving Assets To A Tax-Free World
Moving Assets To A Tax-Free World From: www.fa-mag.com Change is in the air. And since the tax law is involved, you can be certain that “change” doesn’t mean the final…
Real Time US National Debt Clock
…States a much weaker and less free nation. It is stealing from the future by spending their money today and reducing growth now which hurts everyone in coming years. “USADebtClock.com…
Read moreWidows getting cheated out of Social Security
…says Biggs, is that the educational materials provided by the government, while recently improved, haven’t historically done a good enough job of emphasizing the issue. (Quoted from http://www.marketwatch.com/ on August…
How to spend your retirement savings without triggering a tax penalty
…collecting at some point,” said Arielle O’Shea, a retirement and investing expert at personal finance website NerdWallet. The dreaded required minimum distributions, known as RMDs, apply to most individual retirement…
Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts?
Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts? From: www.aaepa.com Revocable Trusts lay the foundation for many an Estate Plan. They serve various functions,…
