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.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Gaining a better understanding of municipal bonds makes more sense than ever.
Healthy habits are one of the greatest gifts to give your child.
Understanding how a stock works is key to understanding your investments.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How do the markets usually react to elections? Was the 2016 election any different?
When markets shift, experienced investors stick to their strategy.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
Even low inflation rates can pose a threat to investment returns.
What is your plan for health care during retirement?