Defining Qualified Charitable Distributions (QCDs) and How they Work
Qualified charitable distributions (QCD) are distributions from an Individual Retirement Account (IRA) owned by an individual who is age 70½ or older, that are paid…
Qualified charitable distributions (QCD) are distributions from an Individual Retirement Account (IRA) owned by an individual who is age 70½ or older, that are paid…
The role of a financial advisor is to help you strategically manage your wealth over a period of time. As simple as that sounds, there…
As the end of January rolls around, the reality of your New Year’s resolutions are likely kicking in. While many people resolve to lose weight…
As parents, we only want the best for our children. We tend to serve not only as their chauffeurs and laundry service, but also as…
The weight of retirement can often be overwhelming. Beyond the financial aspects of retiring, the physicians we have spoken with often mention a fear associated…
Meet Savannah Cooper, our Associate Financial Advisor at Morris Financial Concepts. Name: Savannah Cooper Job Title: Associate Financial Advisor When did you start working for…
CFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.