• What’s New For 2022

    “May we live in interesting times,” and “All Things Work Together for Good,”  These have been repeated themes for me over the years, continuing to…

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  • Beyond the Headlines: Portfolio Resilience

    At Morris Financial Concepts, we’ve noticed that after a long period with almost no downside volatility, equity markets have become more reactive to negative news…

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  • Biden’s Build Back Better Act

    Many may be concerned about the changes in the new taxes under the $1.75 trillion Build Back Better Act, which is President Joe Biden’s signature…

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  • Potential Economic Impacts of the Delta Strain

    Businesses, schools, restaurants, and other establishments across the nation have reopened following increasing vaccinations and decreasing infections from the COVID-19 virus. However, the nation now…

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  • How to Get Tax-Free Income in Retirement

    Life can get busy quickly (the understatement of the year). Between kids, work, pets, and friends, we often have little downtime. With the lure of…

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  • What is a Living Trust and Do I Need One?

    Unlike other types of trusts, a living trust is active while the grantor is — you guessed it — alive.   So what’s the difference between…

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