Resources Page - Morris Financial Concepts Mount Pleasant

RESOURCES

We have written and curated resources we hope you find helpful in your research. In the news section, you will find articles from the Morris Financial Concepts team. We enjoy learning and sharing our knowledge with others. If you have specific questions you would like us to research, Contact Us

News

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...

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...

What is a Living Trust and Do I Need One?

Unlike other types of trusts, living trusts are active while the grantor is — you guessed it — alive. ...

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Resource Collection

In this section, we share some of our favorite articles, videos and other resources from around the internet. Have a good resource you would like to share? Email us

Robo-Advisor vs Fee-Only Financial Advisor: Which is Right for Me?

Here are the main differences between a robo-advisor or a more traditional financial advisor. Find out which is better...

Didn’t Get a Stimulus Check? You Might Still Qualify

Here’s what you need to know about qualifying for the latest Recovery Rebate stimulus package under the ARP.

A Beginner’s Guide to ESG Investing

Oftentimes, our monetary resources serve as a vehicle for us to share our values and beliefs with the world...

Getting Started With Your Retirement Planning

When you think about what financial goals are most important to you, retirement is probably near the top of...

Investment News: What Is Happening With GameStop Stocks?

If you have been watching the news lately, you have probably found yourself wondering, “What’s going on with this...

Financial Professionals: Wealth Manager vs Financial Advisor

Managing your finances can be a daunting task, which is why many individuals instead opt to enlist the help...

Is A Fee-Only Financial Planner Worth It?

If you have made your way to this blog, you have likely already asked yourself the age-old question: is...

How to Rethink Your Perspective On Money

Does health, happiness, and success for you and your loved ones depend on money or your financial resources? Financial...

FAQs about the 2020 US Census

We hope you are staying safe and healthy as we tread through these interesting waters the Coronavirus has sent...

THE CARES Act: What it Means for Your Personal Finances

The COVID-19 Pandemic, also referred to as the Coronavirus disease, has affected numerous facets of so many lives; from...

Top Nine Most Overlooked Tax Deductions and Credits

With taxes due next month, you may already be well on your way to completing your 2019 tax returns....

Why is Asset Allocation So Important?

Depending on how involved you are in finance, both personally and otherwise, “asset allocation” and “diversification” are likely two...

Everything You Need to Know About Qualified Business Income Deductions

With the Tax Cuts and Job Act brought into action just last year, businesses and citizens everywhere are still...

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...

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...

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...

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...

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...

Major US Stock Indexes Drop: What Does It All Mean?

Snap! Thus ended the S&P 500’s longest streak in history without a pullback of at least 3 percent. The...

Education Funding – New Application for 529 Tuition Plans

No longer limited to college funding, 529 tuition plans can now be applied for private elementary and secondary education....

Major US Stock Indexes Drop: Wait for it (Part 2)

“The stock market didn’t get tested – you did,” the title of an article I read this morning I...

We need to plan for transportation density now

Transportation in the Charleston area is an issue that needs to be dealt with by the community as a...

Frequently Asked Questions

Not sure where to begin on your journey to financial independence? Our Frequently Asked Questions section may be a good place to start. We’ve compiled a list of questions, answers, and financial terminology we find helpful when starting your journey. If you don’t see your question on this list, let us know so we can do our best to answer it for you.

The Answers To Your Questions

Learn how to get started on your journey to financial freedom.

LET'S GO

This blog is sponsored by Morris Financial Concepts for educational purposes only. The topics discussed are not intended to be investment advice or an offer of any particular security. The opinions expressed within each posting represent an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events or a guarantee of future results. The blog does not constitute a general or personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual investors. The price and value of securities referred to will fluctuate. Past performance is not a guide to future performance, future returns are not guaranteed, and loss of original capital is an inherent risk to all investing. All of the opinions expressed herein are subject to change without notice, and you should always obtain information and perform due diligence before investing.