Porter Morgan & Associates
Porter Morgan & Associates, Wealth Management is an independently owned financial consulting firm with more than 65 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Porter Morgan’s myWealthLink is a next-generation financial information and management tool that allows you to organize, store and monitor all of your important financial and personal information in one place, which you can access from anywhere in the world via your own secure and protected Personal Financial Home Page. myWealthLink provides you with a level of coordination and control over your financial affairs that was previously unavailable, and allows us to better serve your financial needs. The link is located under the client access portal.
Whether you are just starting to save for your future, or are a seasoned investor, Porter Morgan has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective. For a unique retirement-focused learning experience, visit us at The Income for Life Model, Retirement Information Center
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Term insurance is the simplest form of life insurance. Here's how it works.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.