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 Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
It's important to make sure your retirement strategy anticipates health-care expenses.
Five creative (and inexpensive) ideas for motivating your employees.
A few strategies that may help you prepare for the cost of higher education.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.
Bucket lists don’t have to be for tomorrow.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.