Morrison Financial Group BLOG


We help individuals and families pursue their ideal retirements.

Annuity Insights

April 6, 2021

Annuity Insights The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities as a vehicle that can help provide retirees income, guaranteed by…

Can Money Buy Happiness?

March 30, 2021

In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better about their lives. However, that held true only up to an…

That Pesky Early Withdrawal Penalty: It’s There for a Reason

March 23, 2021

One way for the government to potentially earn more tax revenue is by eliminating the early withdrawal penalty. This is the typical 10%-tax penalty on distributions from retirement accounts by…

Is the Market Poised for a Value Shift?

March 16, 2021

The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a controversial presidential election. For many…

Retirement Planning Insights

March 9, 2021

Amid lost jobs and a scaled-back economy in 2020, some workers may have decided to retire earlier than planned. There are a couple of Social Security strategies worth considering in…

What Is The Value of a CEO Pledge?

March 4, 2021

As it turns out, the value of the 2019 pledge signed by 181 U.S. corporate CEOs was a fairly good deal for themselves and their shareholders … although less so…

Pandemic Highlights the Difference Between Economics and Finance

February 23, 2021

One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same thing, nor do they necessarily move in lockstep.…

Vaccines and the Stock Market

February 16, 2021

If there’s one thing that can move the economy and stock market forward, it’s hope. This year, that hope is being presented in the form of COVID-19 vaccines. Economists and…

When To “Buy Low”

February 9, 2021

The beginning of the year is typically full of hope. We make New Year’s resolutions, and it may take a few months for our enthusiasm (and vigilance) to wane. There’s…

The Pros and Cons of Corporate America’s Remote Work Trend

February 8, 2021

Post-pandemic, will everyone go back to the office like nothing ever happened? Will lost jobs be recovered? Or is remote work and skeleton staffing a trend here to stay? A…

How To Help Maximize Social Security Benefits

February 8, 2021

There are good reasons to delay starting Social Security benefits, but there are also good reasons to begin them early. It really does depend on your circumstances. If you claim…

Global Recovery in a Post-Pandemic World

February 8, 2021

In 2020, the World Economic Forum published its annual Global Competitiveness Report, as usual. However, in light of the global pandemic, it put its long-standing Global Competitiveness Index rankings on…

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