Morris Financial INC

09/03/2026

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. Adventure, lower costs, potentially lower healthcare costs and a richer life can all be yours overseas — but you have to nail the practical details first.

Adventure, lower costs, affordable healthcare and a richer life can all be yours overseas — but you have to nail the practical details first.

09/01/2026

Delaying Social Security reform could have negative effects on the bond market and the economy, new research shows.

Social Security's trust fund that helps pay retirement benefits is projected to run out in late 2032. New research finds that may pose serious economic risks.

08/29/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

08/27/2026

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?

You're ready to get serious about money in your 30s. These five goals can set up your future, and there are ways to reach towards them.

08/25/2026

It's a whole new world off base, and "retirement" means something different for those who have served. Here are some things future military retirees should consider to ensure a smooth transition.

It's a whole new world off base, and "retirement" often means something different for those who have served.

08/20/2026

Waiting until 70 to claim Social Security has its benefits, including maximizing your paycheck, but there are also valid reasons why you shouldn't wait.

08/18/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

08/13/2026

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

08/11/2026

In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on inherited property: gold, stock, real estate, including the tax basis at death.

In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions on inherited property, including the tax basis upon death.

08/08/2026

Anticipated back-to-school spending has decreased by $130, on average, since last year, but school year costs and pressure add up, according to NerdWallet’s annual survey.