Welcome to Morton & Associates
As a Certified Financial Planner™ with H.D. Vest Advisory Services, 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.
You’ve made investments your whole life. Work with us to help make the most of them.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The true cost of raising a child may be far more than you expect.
Here are five facts about Social Security that are important to keep in mind.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What are your options for investing in emerging markets?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.