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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Saving for College 101
Here’s a crash course on saving for college.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Marriage changes everything, including your insurance needs.
A four-step framework for building a personal legacy.
Beware of these traps that could upend your retirement.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you have causes that you want to support with donations? Here are three tips.