Morrison Financial Group BLOG


We help individuals and families pursue their ideal retirements.

Global Perspectives

June 24, 2014

Many Americans tend to assume we’re the greatest nation. After all, people from other countries are frequently trying to move here. For the most part, we have a strong economy, we’re well educated, we make decent money, and we have the NFL, NBA, and MLB for gosh sakes. The U.S. rules.Except when it doesn’t. The…

Live Long and Dance

June 17, 2014

A recent study reveals that engaging in appropriate exercise after age 65 can help conditions such as back pain and arthritis. Even the Mayo Clinic claims that exercise can be effective at helping prevent and even treat a wide range of age-related health conditions. There are two important components to exercising at an older age:…

“Life” Is Its Own Financial Variable

June 10, 2014

Retirement income is a common topic in the financial services industry, with 10,000 baby boomers retiring every day for the next 15 to 20 years. One of the biggest questions pre-retirees face today is whether or not they’ll have enough income to support their desired lifestyle when it comes time to retire. [CLICK HERE to…

Living and Working (and Thinking) in a Box

June 3, 2014

In the late 1970s sitcom “WKRP in Cincinnati,” news director Less Nessman would not acknowledge the presence of co-workers unless they simulated knocking on the door of his fake office. His “office” was merely a desk and chair with imaginary walls marked by tape on the floor. Perhaps this was an indication of things to…

The United States: For Richer and for Poorer

May 27, 2014

A recent Health and Retirement Study by the Brookings Institution found that life expectancy is rising more quickly for people at the highest ranks of socio-economic status, while declining or remaining static for those in the lower levels. This discrepancy was raised in relation to Social Security benefits and posed the question as to whether…

Creative Solutions for Life’s Little Problems

May 20, 2014

It’s refreshing to see that many people are beginning to implement new and innovative ideas to address some of life’s seemingly little problems that may have a more widespread societal impact. Take teenagers and their penchant for sleeping in, for example. While some teenagers are just  lazy, there is a biological reason teenagers may not…

Couples’ Angst

May 13, 2014

According to research done by Fidelity, nearly four in 10 couples don’t agree on the lifestyle they want to have in retirement. Sometimes this discussion gets put off before an efficient financial strategy can be developed. For example, have you and your significant other talked about where you want to live in retirement, and whether…

Retirement or Tuition? The Savings Dilemma

May 6, 2014

No one, much less a parent, wants to see a young college graduate weighed down by the burden of student loans. And if those student loans weren’t bad enough, some college students open credit card accounts as a right-of-passage of sorts into adulthood. Although a credit card provides students and young adults the opportunity to…

The Power of Optimism

April 29, 2014

The White House recently announced that it expects the U.S. economy to grow by 3.1 percent this year, up from its 1.7 percent expansion in 2013. Is that a realistic projection, or an optimistic one? While the unemployment rate hovers in the 6.7 percent range, many economists say that rate has dropped recently in part because many…

Alzheimer’s Higher Death Toll, Buddy Programs and Guide Dogs

April 22, 2014

According to a study recently published in the journal Neurology, the number of Americans who die as a result of Alzheimer’s disease has been vastly underestimated for years. New research indicates that since Alzheimer’s is an underlying disease – which leads to complications resulting in death – the number of deaths that may be attributable to Alzheimer’s…

Is Part-time the New Normal?

April 15, 2014

With continued sluggish unemployment reports, are we becoming a nation of part-time workers? A recent report from the U.S. Census of Agriculture revealed that more than half – 52 percent – of American farmers only work part time. The majority of our 2.1 million farmers responsible for day-to-day farm operations do not list farming as…

What’s Your Retirement Mission Statement?

April 8, 2014

Mission statements have long been a staple of corporate business strategies. They’re usually bland, jargon-filled platitudes that have been crafted, edited and revised ad nauseam by someone in the marketing department. Then Tom Cruise came along in the 1996 film, Jerry Maguire, and re-energized the mission statement as a guiding life principle, not just a…

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