Morris, Pool & Associates, LLC Dayton, Ohio Financial Advisors

Head Quarters

Strategic Planning Process

Being secure financially is more than having hopes, dreams and good intentions. People with a plan accomplish more than those with out one. However, just having the plan is not enough. Planning is a process not an event. You must continually review and make adjustments to keep your financial ship on course in the ever-changing world in which we live. Throughout your life you will experience many changes financially as it relates to your business, home, kids, work, income, taxes, etc.

That's why at Morris, Pool & Associates, LLC we developed several strategic planning processes to help you attain your financial goals.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Newsletters

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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