Welcome to MORRISON FINANCIAL!
Here you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Morrison Financial has a commitment to guide investors and retirees through the volatile market cycles that we face today. We strive to be a resourceful beacon of support as our team works hard to develop personalized plans to meet each investor’s individual needs. Mike has been helping investors reach their financial goals since 1987. The Centaurus Financial branch office in Highland Village Texas is one of over 240 offices from coast to coast.
This site has educational resources on the basic concepts of financial management. It will introduce the Morrison Financial team, and give you fast, easy access to market performance data as well as access to your own personal accounts.
Upcoming events and workshops offered by our team are regularly posted, so be sure to bookmark this site to your list of “favorites”.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Currency has been around for a long time. Here’s a quick history lesson.
The item most homeowners forget on their home improvement project checklist is insurance.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Do you have an estate strategy? You should.
At what point can you call a personal vehicle commercial?
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Have you found yourself suddenly single? Here are 3 steps to take right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How will you weather the ups and downs of the business cycle?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What is your plan for health care during retirement?