• 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…

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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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