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.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Learn about the average American budget in this fun and interactive piece.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The item most homeowners forget on their home improvement project checklist is insurance.
A quick look at how federal income taxes work.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Even low inflation rates can pose a threat to investment returns.
You’ve made investments your whole life. Work with us to help make the most of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.