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

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

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