Welcome to Morton & Associates
As a Certified Financial Planner™ with Avantax Advisory ServicesSM, Joanne Morton crafts comprehensive financial plans for clients based on their individual goals and values. Further, her tax background provides an added dimension to her retirement strategies, college planning, investment strategies, cash flow and debt management, estate and legacy planning, and risk management. Working together with clients, her role is to create, recommend, implement, monitor, and update client plans in a challenging tax environment.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
As our nation ages, many Americans are turning their attention to caring for aging parents.
What kind of auto insurance should you have? Do you know?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: Right Now.
What if instead of buying that vacation home, you invested the money?
There are hundreds of ETFs available. Should you invest in them?
Estate conservation is too important to put off. Do you have a smart exit strategy?