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…
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…
As the days start to get shorter and the weather threatens to cool off, we creep closer and closer to the start of the holiday…
As part of the second phase of our rebranding efforts, we are excited to announce the launch of Morris Financial Concepts newly designed website. Our…
Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with…
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…
Snap! Thus ended the S&P 500’s longest streak in history without a pullback of at least 3 percent. The major U.S. stock indexes capped off…
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.