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…
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Hacking Halloween: Budget Tips for the Holidays
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…
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Morris Financial Concepts Launches New Website
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…
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Doing Well and Doing Good with Sustainable Investing
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…
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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…