Michael Morrow | Financial Planner

Wealth Management Blog

Tag: wealth management

blog header for michael morrow financial planner's website, "business strategy: transferring risk"

Business Strategy: Transferring Risk

Whether you are an independent investor or are overseeing the investment portfolio of a company, risk will always be a factor that you will be faced with. According to its definition, risk involves the chance of an investment’s actual return will differ from its expected return. In other words, risk includes the possibility of losing […]

blog header for michael morrow financial planner's blog post, "the best annuities for retirement."

The Best Annuities for Retirement

When it comes to planning for retirement, one can never be too diligent. After all, failing to plan for a secure financial future is equivalent to planning to fail. Therefore, one should familiarize themselves with the various financial tools available in order to optimize their savings as much as possible before retirement. One of the […]

5 Reasons for Life Insurance

Despite popular belief, life insurance policies do not serve a singular purpose. While they are primarily used to provide vital funds to families whose loved ones have passed away, these policies can also serve as an excellent addition to a personal financial portfolio, collateral for a personal or business loan, and so on. Here are […]

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Preparing for Retirement

Saving enough money for your retirement is one of the most important things you can do for your financial future. Unfortunately, many Americans do not save enough money to support themselves during their golden years. Not only that, but a lot of people also make the mistake of leaving too much money on the table […]

blog header for michael morrow financial planner's blog, "tips for choosing a money manager"

Tips for Choosing a Money Manager

Preparing for retirement on your own can be difficult. Even if you’re confident in your financial IQ, there’s a possibility that you could overlook some of the possible ways to secure more money for your retirement. One of the most difficult parts of retirement is selecting assets that are safe. It’s not enough to just […]

MIchael Morrow: 4 Benefits of a Reverse Mortgage

4 Benefits of a Reverse Mortgage

An increasing number of baby boomers are beginning to retire. Some estimates claim that up to 10,000 individuals retire each day in the United States. If you are close to retiring, you should consider the benefits of reverse mortgages. Keep reading to learn what reverse mortgages are and how they can help improve your retirement. […]

Michael Morrow Real Estate

Real Estate

Real estate is a popular investment for many people. However, it’s important to recognize that investing as an owner is different than investing as a lender. Furthermore, the investment changes depending on whether you are a majority or minority owner. The type of investment that you make depends on your financial goals and investment mindset. […]

Michael Morrow Qualified Plans

Qualified Plans

Qualified plans are any kind of employer-sponsored retirement plan or individual retirement plan. The most common employer-sponsored retirement plan is a 401(k). Both 401(k)s and IRAs are wrappers for different kinds of assets. Mutual funds tend to be the most common asset held in qualified plans. This post looks at five elements of qualified plans: […]

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