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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
An increasing number have been developed to help individuals with their personal finances.
There are ways to improve your physical fitness without denting your fiscal fitness.
This article may help you maximize the benefits of your donation for your chosen charity.
Knowing the rules may help you decide when to start benefits.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Tax preparation may be the perfect time to give the household budget a check-up.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
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 shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
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.
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
The importance of life insurance, how it works, and how much coverage you need.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are a few things to consider when buying or leasing your next vehicle.
You’ve made investments your whole life. Work with us to help make the most of them.
What if instead of buying that vacation home, you invested the money?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here are five facts about Social Security that might surprise you.