Morton Financial - Shawn Morton, CRPC - Financial Advisor

05/18/2026

Tax reminder! Your second-quarter estimated income tax payment is due on June 16, 2026.

If you're self-employed or earn income that isn't subject to withholding, now is the time to make sure your payment is on track. Don't wait until the last minute—a missed or underpaid estimated tax payment can mean penalties come filing season.

Not sure how much to pay? A good rule of thumb is to pay at least 90% of what you'll owe this year, or 100% of last year's tax liability—whichever is smaller. If you want more specific information, check with your tax, legal, or accounting professional.

05/11/2026

Extended care is one of the biggest wild cards in retirement.

Costs vary by location, care type, and health needs—but they've all been rising faster than many realize.

These five insights can help you understand what drives costs and why they often catch retirees by surprise.



Sources:
CareScout, Cost of Care Report, July–December 2024
AALTCI, Long-Term Care Insurance Statistics & Data 2025
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

09/17/2025

🗓️Medicare Open Enrollment Begins October 15 🗓️

Whether it’s for yourself, a parent, or someone you care about, Medicare Open Enrollment is the window to review coverage and explore options for the upcoming year.

💡Remember, you can change your Medicare elections every year. If your needs have changed, it's worth reviewing to see if another option would be better. If you’re unsure where to start, now’s the time to ask questions and get the facts.

🗓️ Deadline: December 7 🗓️

🔍 Mark your calendar and double-check your current coverage before time runs out.

02/18/2025

The latest jobs report shows continued strength in the labor market:

🔢 The numbers tell an interesting story:
The private sector added 183,000 jobs in January
Service providers created 190,000 positions
Worker pay rose 4.7% for those staying in their jobs
Total job creation exceeded expectations

But there's more to the story:
✨ Consumer-facing industries led the growth
💼 Business services saw slower expansion
🏭 Manufacturing sector faced some challenges

What this means: The labor market continues to show resilience, supporting a stable economic environment as we move through 2025.

Interested in discussing how employment trends might affect your financial future? Let's connect.


Source:

Though the headline ADP number topped expectations, the internals showed an unbalanced picture.

07/15/2024

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

07/08/2024

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

07/01/2024

06/10/2024

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

06/03/2024

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

05/27/2024

Here at Morton Financial we are forever grateful for the service and sacrifice of service members who made the ultimate sacrifice for our freedom.