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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
A look inside the U.S. government's statistics on household net worth.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The federal government requires deceased individuals to file a final income tax return.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?
There are hundreds of ETFs available. Should you invest in them?
Smart investors take the time to separate emotion from fact.
Here’s a quick guide to checking to see if you have unclaimed money.
How do the markets usually react to elections? Was the 2016 election any different?