Ellen Morse Ellen Morse

Advice from Dad

One of the ways my dad taught me to care for myself was to teach me how to invest in myself. Here are a few pieces of advice from Chuck Fourtner that have enhanced my life over the last 50 years.

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Ellen Morse Ellen Morse

7 Financial Tips for New Grads

As you transition from student to professional, it's crucial to make sound financial decisions that will set you up for long-term wealth, happiness, and security.

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Ellen Morse Ellen Morse

Money-Saving Tips to Start the Summer Travel Season

As the summer travel season approaches, many individuals and families are eagerly planning their vacations. However, without proper financial planning, these trips can quickly become expensive and strain your budget.

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Ellen Morse Ellen Morse

How my business is different

I was recently asked, what sets me apart from the multitude of financial planners in the United States. In addition, I’ve been asked why people should listen to what I have to say.

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Ellen Morse Ellen Morse

Why choose to fund a ROTH IRA

When it comes to retirement savings, a Roth IRA is an investment account that offers significant benefits. Not only does it provide tax-free growth of earnings, but it also allows tax-free withdrawals during retirement.

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Ellen Morse Ellen Morse

Historical Planning Timeline

In honor of President’s Day, we are sharing a pictoral history of our economy. Trust is, and always has been, at the core of the economy. For hundreds of years, that trust has been tested and reinforced, and now more important than ever.

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Financial Planning for the New Year

With the sense of renewal that the new year brings, each January, many of us will make promises to ourselves about changes we wish to make, believing that these resolutions will make our lives better.

Yet, studies show that more than 80% of these New Year’s resolutions have already been broken or forgotten by the end of January. In most cases, they are too grandiose or lack direction for success.

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3 Key Considerations for Estate Planning

November is Estate Planning month. So, it’s a perfect time to discuss your estate planning readiness. It’s not uncommon for someone who has a Will to think that their estate planning is complete, but that’s not necessarily the case.

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The Importance of Having a Financial Plan

Do you have a financial plan in place? If not, you’re not alone. A 2021 study by Charles Schwab found that only 33% of American families have a financial plan. So if you’re in that 74% majority, I challenge you to consider putting one in place.

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10 Tips for Recession-Proofing Your Cash Flow

With the daily reporting on inflation and seemingly inevitable recession, it’s reasonable to be concerned about how your day-to-day expenses will be impacted.

While your individual spending habits won’t directly impact the overall economy, there are several strategies you can implement to safeguard your household cash flow.

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Should You Change Your Investments Because of Inflation?

In the wake of our continued economic uncertainty and rising inflation, you may have questions about what you should do to protect your longterm investments. In this post, I share why taking no action is most likely your best course of action.

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Financial Fitness for Empty Nesters

Now is the time for women to step back from their children and start concentrating on themselves. One of the best things they can do is take an active role in the household finances, not just the household budget but the investments that are taking place.

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