Morrison Financial Group BLOG

We help individuals and families pursue their ideal retirements.

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…

Are You Financially Prepared for Retirement?

April 1, 2014

Remember when the most pressing matter on your mind was not retirement income, but rather what to do on Saturday nights? A recent survey found that Generation X — adults now approaching or in their 40s — is poised to face some of the biggest financial challenges in the future. And that while millennials  —…

The January Barometer?

March 25, 2014

A market theory that has developed over the years is called the January barometer. The theory basically asserts that whatever happens in the financial markets in January is a precursor for what will happen over the rest of the year. Unfortunately, January started the New Year with volatility – just a timely reminder that whatever…

Paying for Healthcare, One Way or Another

March 18, 2014

Despite a rough start, enrollment in private health plans through The Patient Protection and Affordable Care Act (commonly referred to as “Obamacare”) was at three million by the end of January. Some five million are expected to sign up by the March deadline — a considerable improvement from its inauspicious beginnings, but still about two…


March 11, 2014

In the wake of the recent Olympic winter games in Sochi, Russia, a number of economists have mounted theories linking success at Winter Olympics with economic development for participating countries. One such research paper by two French professors purports that the number of Olympic medals a country wins is directly correlated to that nation’s population…

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