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”.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The latest trends in travel reflect a rich menu of exciting new possibilities.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Technology tips to make your next trip even better.
Five phases to changing unhealthy behaviors.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Peer-to-peer payment apps are one of the newest ways to send money.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?