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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here are 4 great, and sometimes unexpected, places to raise a family.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The federal government requires deceased individuals to file a final income tax return.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A collection of tips from professional travelers.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Are you ready for retirement? Here are five words you should consider.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.
Learn how to harness the power of compound interest for your investments.
$1 million in a diversified portfolio could help finance part of your retirement.