• 4 Pillars to Financial Legacy Planning

    You are living your legacy every day! This is what is really meant by the phrase ‘legacy planning’. The traditional concept of legacy planning is…

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  • How to Become a Successful Financial Planner

    Kyra Morris and Tiffany Ritchie, Charleston CERTIFIED FINANCIAL PLANNER™ professionals at Morris Financial Concepts Inc., recently joined Caleb Brown, host of the New Planner Podcast,…

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  • Divided We Stand: How the 2020 Election Will Impact Our Economy

    How a Divided Federal Government May Help the Economy History shows the American economy prefers checks and balances. Since 1945, the S&P 500 stock index…

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  • The October Effect

    What is going on in the markets?  The 3rd quarter of 2018 ended as the best quarter on the S&P 500 since 2013 – around…

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  • The New Kiddie Tax/ No Kiddie Tax Rule

    Historically, parents have moved investments under their children’s names to reduce the taxes on investment income, up to a limit.  After reaching that limit, the…

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  • Taxes Matter – Highlights of 2018 Tax Changes

    Taxes matter. Whether or not we agree the Tax Cuts and Jobs Act passed on December 22, 2017 is good for the middle class, good for the…

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