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
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
The Best Apps in Travel
Technology tips to make your next trip even better.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
There are four very good reasons to start investing. Do you know what they are?
Bonds may outperform stocks one year only to have stocks rebound the next.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What does your home really cost?
A special needs trust helps care for a special needs child when you’re gone.