Morris, Pool & Associates, LLC Financial Security Advisors

You Must Have a Plan

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 "Help people build, protect and enjoy their wealth." To reach your financial goals you need a game plan. Along with specific, realistic goals, a plan is the financial compass that keeps your strategy on course.
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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