Morrison Financial Group BLOG


We help individuals and families pursue their ideal retirements.

Market Thoughts: Looking Ahead and Abroad

September 28, 2021

The mid-year U.S. economic recovery numbers look strong. On Wall Street, analysts predict that our economy will expand by trillions of dollars and create 2 million good-paying jobs throughout the…

RMDs in 2021

September 21, 2021

Last year, the Setting Every Community Up for Security Enhancement (SECURE) Act increased the age for required minimum distributions (RMDs) from 70½ to 72. The purpose of RMDs is to…

Young People: Who Said You Have To Be Wealthy To Invest?

September 14, 2021

Young adults have weathered difficult times the past two decades: mass school shootings, extreme weather conditions, student loan debt, and a global pandemic. But now they’re witnessing an unprecedented job…

College Savings: An Update

August 31, 2021

Congress is known for passing enormous bills with lots of little-known provisions that are not entirely central to the key objectives of the bill. Alas, the Coronavirus Response and Relief…

Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages

August 24, 2021

It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits…

Reshoring: What’s the Future for Products and Services Made in America?

August 17, 2021

According to a recent survey of supply chain professionals, the COVID-19 pandemic interrupted 98% of global supply chains. Among the most disruptive supply challenges was the procurement of personal protective…

Midyear Market Outlooks

August 10, 2021

In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes…

Putting Inflation Expectations in Perspective

August 9, 2021

Historically, inflation has been highly correlated with unemployment levels. When more people were out of a job, inflation was lower. As more people got jobs, inflation increased. From an economic…

Retirement Withdrawal Strategies

July 29, 2021

As hard as retirement saving and investing may seem, that’s the easy part. The real challenge is figuring out how to make your accumulated savings last throughout your and your…

Demographics differing on retirement plans

July 21, 2021

According to PwC’s recent Retirement in America report, the median retirement savings among people ages 55 to 64 is $120,000. Unfortunately, that likely would provide less than $1,000 per month…

All About RMDs

July 13, 2021

There really is a purpose behind required minimum distributions (RMD) of tax-advantaged retirement accounts. IRAs and employer-sponsored retirement plans feature tax-deferred income contributions and earnings growth throughout the lifetime of…

How Infrastructure Spending Affects Municipal Bonds

July 6, 2021

According to the American Society of Civil Engineers, the 10-year tab to meet the country’s basic infrastructure needs is about $6 trillion. The report, published in March, includes $125 billion…

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