Top Financial Habits to Pass Along to your Kids
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…
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The Path to Early Retirement for Physicians
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…
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Meet the Team: Savannah Cooper
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…
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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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Winning the Lottery (and other daydreams)
You Won the Lottery! Now what? Private islands. A fleet of yachts. Dream cars. The recent $1.5 billion Mega Millions jackpot drawing has Americans buzzing…
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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…