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Take Control of your Financial Future! Should I Invest In REITs? What Our Kids Can Teach us About Saving Money How to Retire Early

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.


We offer securities through Centaurus Financial, Inc. member FINRA and SIPC. For more information about Centaurus Financial, Inc. Please click on the link to your left.

 

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”.

Helpful Content

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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