Morgan Planning Group, LLC

02/26/2025

Congratulations to Mark Booth on a big double achievement here to start off 2025! Mark recently finished his Master’s in Business Taxation at the University of Minnesota Carlson School of Management and was again featured in Fortune Magazine 5 Star Wealth Managers Under 40! Well deserved, Mark!

05/23/2024

We're thrilled to announce that Morgan Planning Group, LLC has been named to the National Association of Plan Advisors' list of the nation's top defined contribution (401(k)) advisor teams for 2024! With Scott Morgan and Mark Booth at the helm, our team is dedicated to staying ahead of industry trends and delivering top-notch advisory services. Check out our full press release to learn more about this exciting achievement and our commitment to excellence in retirement planning.

  Morgan Planning Group, LLC is proud to announce that it has been named to the National Association of Plan Advisors’ (NAPA) prestigious list of the nation’s top defined contribution (DC) Advisor Teams for 2024. This recognition highlights the firm’s dedication to excellence in the retiremen...

04/17/2024

Congratulations to Mark Booth CFP® on being featured in Fortune Magazine again this year!

03/07/2023

Congratulations to Morgan Planning Group's Partner Mark Booth CFP® on being featured in Fortune Magazine!

Mark Booth, a young and dynamic financial advisor, has recently been awarded the prestigious Five Star Wealth Managers Under 40 Award and featured in Fortune Magazine for his exceptional contribution to the financial industry. As a seasoned professional, Mark has established himself as a advisor, working closely with clients to create personalized investment strategies around their unique financial goals.

In addition to his accomplishments as a wealth manager, Mark is currently pursuing a Master of Business Taxation at the University of Minnesota’s Carlson School of Management. Furthermore, he is a CERTIFIED FINANCIAL PLANNER™, a testament to his commitment to maintaining the highest standards of professionalism in his field. With his combination of experience, education, and dedication, Mark Booth is poised to continue making a significant impact in the world of wealth management for years to come.

11/12/2018

Consider helping out a great non-profit on Give to the Max Day 2018!

06/21/2018

It may seem like there's still plenty of time left, but open enrollment is coming. Want to start planning ahead? We've collected a few tips to help you manage employee expectations to make sure you can have a successful and worry free open enrollment!

Overview Open Enrollment is an exciting time. It is a chance for you to review the benefits you offer to your employees, and make changes or additions. It is also a time for your employees to make decisions about their insurance plans for the coming year. Remember, employees will be not be able to e...

03/09/2018

The IRS has laid out new limits on HSA contributions for 2018. To see if this might impact you, and what you would need to do in response, take a look at our latest blog post!

Overview On March 5th, the IRS released new HSA contribution limits, among other tax related items. The most important thing to note is that these changes will only affect those who have family coverage under a high deductible health plan (HDHP). The new regulations do not affect those who have indi...

10/13/2017

Wondering how the latest executive order will impact the ACA, and what those changes might mean for you? Have a look at our latest blog, which looks at the order, its provisions, and the impact it could have on the healthcare market.

Overview On October 12th, President Trump signed an executive order relating to the attempt to repeal and replace the ACA. The goal of the order is...

09/01/2017

Considering making a donation to the Hurricane Harvey relief effort? We've provided links on our blog to several reputable charities who are putting received donations directly toward the relief effort.

http://morganplan.com/individual-group-insurance-blog/hurricane-harvey-donations/

08/31/2017

Getting ready for open enrollment, and not exactly sure what you need? Well, our latest blog entry lays out some of the important information that you'll need to have the most successful open enrollment yet!

Overview Open Enrollment tends to be one of the more stressful times of the year for many of our clients. Whether you have to navigate group or...

07/28/2017

Now more than ever, knowing how and when to go to the doctor can help you and your family save your hard earned money. This week, our blog examines the differences between physicals and office visits, and how knowing the difference can save you cash! Check it out!

Overview: One of the most important ways to minimize your health care costs is to be knowledgeable about your visits to the doctor. Most visits...

06/28/2017

Senate Republicans recently released their plan to replace the ACA. Although the bill has not been voted on yet, you might want to check out our analysis of what's in the bill, what isn't, and how it could impact your future. We'll keep you posted with further analysis as the bill proceeds, including any amendments that might happen.