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
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Tax preparation may be the perfect time to give the household budget a check-up.
Learn when it may not make sense to file a claim on your home insurance.
Second marriages are a trigger event to revisit any existing estate strategies.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?