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Debra L Morrison

Speaker|Author|Wealth Manager|Certified Grief Coach

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Category Archives: Women and Money

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HAPPY WOMEN’S EQUALITY DAY – We Can Do It Women!™

Debra L Morrison Posted on by

August 26th, Women’s Equality Day, is important for women (and men and children) because our very lives, and our futures, depend upon increased opportunities for equality for women. You may be thinking, don’t women currently have equal rights? And the … Continue reading →

Posted in Current Events, Women and Money

Estate Planning Equality

Debra L Morrison Posted on by

As a lesbian woman, I have witnessed many legislative changes in my adult life, each of which has cost me a great deal of stress. That stress is well-founded since, prior to 2013, nearly every law change negatively impacted gays … Continue reading →

Posted in Financial Planning, Grief, Women and Money
Widowed People Need Laughter

What Widowed People Need – Laughter

Debra L Morrison Posted on by

Widowed people need laughter. It sounds almost sacrilegious, doesn’t it? When most people think of those who are widowed, they think

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Posted in Financial Planning, Women and Money | Tagged Inspiration, money mindset, widowed

Widowed: Phases of Grief

Debra L Morrison Posted on by

While the two years of wearing mourning dress may have sufficed for the Victorians, today it does not have to take five to eight years to be restored after losing a spouse. As

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Posted in Financial Planning, Women and Money | Tagged hope, widowed

Money, Women, Boomers & Daughters

Debra L Morrison Posted on by

Boomer women (those born between 1946 and 1964) are talking more about money with their children, while the boomer men are more likely to help adult children with expenses, especially car purchases and expenses,  [Money on Her Mind 150×150 Money, … Continue reading →

Posted in Financial Planning, Women and Money

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What Does Fee-only Mean? and WHY Is It Best?!

Fee-only Certified Financial Planner Deifined

Fee-Only Financial Planner Defined

What sets Debra apart is her caring and personalized service; she provided a full year’s worth of pro bono financial planning and investment service for seven widows, one widower, and one orphan who lost their breadwinner/parent in the 9/11 tragedy. Debra cares about her clients-and has a vested interest in their happiness and fulfillment in life.

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Got Questions? Select a Topic Below!

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Latest Posts

  • Open Enrollment Q & A

    What is the Open Enrollment Period? This is one time every year that Medicare beneficiaries have an opportunity to modify their coverage. It is also called the Annual Coordinated Election Period or the Annual Election Period.  When is the Open … Continue reading →

  • Don’t Let People Use Your Grief to Take Advantage of You

    Grief does interesting things to you. Besides the obvious effects of grief, sadness and fatigue, there are also more subtle things going on when you grieve. These “hidden” aspects of grief make you more vulnerable and insecure, which makes you … Continue reading →

About Debra

About Debra

What sets Debra apart is her caring and personalized service; she provided a full year’s worth of pro bono financial planning and investment service for seven widows, one widower, and one orphan who lost their breadwinner/parent in the 9/11 tragedy. Debra cares about her clients-and has a vested interest in their happiness and fulfillment in life.

Continue reading →

Here’s How:

Mistakes To Avoid

Ms. Morrison was interviewed and asked what the Worst Financial Advice that she had ever heard given was (this was NOT her advice). Here are her responses

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Active or Passive?

Two Methods of Investing

In this video instruction clip, Debra explains both methods, and which one is in your better interest.

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