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
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Medicare’s popular program, offering free gym membership and health education.
It's important to make sure your retirement strategy anticipates health-care expenses.
Lifestyle considerations in creating your retirement portfolio.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The true cost of raising a child may be far more than you expect.
A few strategies that may help you prepare for the cost of higher education.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here are five facts about Social Security that might surprise you.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know these three personal finance sayings?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
For women, retirement strategy is a long race. It’s helpful to know the route.