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”.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
This checklist can give you a quick snapshot of how prepared you are.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Your credit score may influence how much you pay for auto and home insurance.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a crash course on saving for college.
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.