• 2023 Year End Trends: Navigating Markets, Politics, and Uncertainty

    During our interview with Bart Valley, a financial advisor in Charleston, SC with Morris Financial Concepts, we delve into the intricate dynamics of the 2023…

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  • 401(k) vs. IRA: A Deep Dive into Retirement Savings Choices

    Choosing the right retirement savings plan is a decision that can shape your financial future. With options like the 401(k) and the IRA, it’s essential…

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  • Should You Rollover Your 401k to an IRA During Retirement?

    When it comes to retirement planning, there is no one-size-fits-all approach that our retirement plan advisors would recommend for all clients.

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  • Are You Eligible For The Residential Solar Energy Credit?

    The Federal residential solar energy credit is a nonrefundable tax credit limited to 30% of the installation cost of the solar panels. This means it is a dollar-for-dollar reduction in your total Federal tax owed but if it exceeds the total tax owed, the excess must be carried forward and not refunded directly to you.

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  • Understanding The 2023 Banking Crisis

    In a recent episode of the Morris Financial Concept podcast, Bart Valley discusses the impact of the recent banking crisis on the broad market.

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  • Understanding the Factors Behind the Q1 2023 Market Swings

    In this video interview, we discuss the recent rise in the stock market with Bart Valley from Morris Financial Concepts. Bart provides valuable insights into…

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