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Debra L Morrison

Speaker|Author|Wealth Manager|Certified Grief Coach

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Tag Archives: money mindset

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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

Women & Men: Retirement Gender Gap or Not?

Debra L Morrison Posted on by

Overall, the study reports that women lag behind men in money management skills and investing – the very basics of financial fitness. Sadly, only 16% of women report that they have

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Posted in Financial Planning, Women and Money | Tagged financial fitness, hope, Investing, money mindset

What is wealth? Wooden Leadership

Debra L Morrison Posted on by

Curious to me, that despite the magnificent winning record during those glory years, Andy said that Coach Wooden didn’t talk about winning. He focused on

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Posted in Financial Planning | Tagged Inspiration, Investing, money mindset, wealth

A Clarion call for planning, not trading!

Debra L Morrison Posted on by

Today, as you most likely already heard, the DOW Jones Industrial Average closed up over 13,000, at 13,005.12 to be exact; the first time we’ve reached that level since May, 2008. The logical question is, if this milestone made the … Continue reading →

Posted in Financial Planning, Investing Tips, Women and Money | Tagged Investing, money mindset

It’s Not Too Late To Learn About Money!

Debra L Morrison Posted on by

No matter how old you are, it’s never too late to learn a new thing or two. Money and investing are no different. You may have lost some upswings, but you will also have missed the downward plunges. It’s never … Continue reading →

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

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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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