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”.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Life insurance proceeds are generally tax-free. But not in all cases.
However exciting retiring abroad may sound, it deserves considerable planning.
Even low inflation rates over an extended period of time can impact your finances in retirement.
A letter of instructions provides additional and more personal information regarding your estate.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Recent changes in estate tax laws could affect the strategy you have in place.
How will you weather the ups and downs of the business cycle?
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
What if instead of buying that home, you invested that money?