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Debra L Morrison

Speaker|Author|Money Coach|Certified Grief Coach

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Tag Archives: strategic planning

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Tax Reform or Simply Slashing Corporate Taxes?

Debra L Morrison Posted on by

If you’re worried that what you don’t know about this 1,000+ page tax reform bill may cost you BIG, click here to get my list of specific provisions and interpretations most relevant to you since final version of the bill has been … Continue reading →

Posted in Current Events, Financial Planning, Taxes | Tagged america, economy, life, media, money, politics, Senate, strategic planning, tax deductions, tax reform, taxable income, taxes, women, women and money
history of stock market recoveries

HISTORY OF STOCK MARKET RECOVERIES AFTER MAJOR WORLD EVENTS

Debra L Morrison Posted on by

U.S. Market Recovery After Financial Crises: All-Stock Portfolio Stock prices suffer during financial crises, but they typically recover over time. This image illustrates the cumulative returns of an all-stock portfolio after six historical U.S. financial crises. In the short term, … Continue reading →

Posted in Investing Tips | Tagged election, Investing, investors, market, money, stocks, strategic planning
What type of financial advisor should you hire?

What Type of Financial Advisor Should You Hire?

Debra L Morrison Posted on by

Now that you know when to consult a financial advisor, let’s review what type of financial advisor you should hire: Thankfully, within the arena of financial planners, how the planner is paid actually serves as a valuable tool in helping you make … Continue reading →

Posted in Investing Tips | Tagged financial fitness, income in retirement, investors, money, retirement planning, savings, stocks, strategic planning, wealth

WHEN TO CONSULT A FEE-ONLY CERTIFIED FINANCIAL PLANNER™

Debra L Morrison Posted on by

When people don’t know what they don’t know, it may well feel difficult to discern when to consult a CERTIFIED FINANCIAL PLANNER™. Typically folks approach a challenge thinking there may only be 2 options…so they choose one option that appears … Continue reading →

Posted in Financial Planning | Tagged financial fitness, Investing, retirement planning, strategic planning, women and money

Money, Boomer Women & Daughters

Debra L Morrison Posted on by

Five years ago, less than half of boomer women surveyed had discussed money with parents. Even fewer had the money discussion

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Posted in Financial Planning, Income In Retirement | Tagged income in retirement, Motivation, strategic planning

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Debra L. Morrison

National Speaker's Association

Book Debra to Speak

Book Debra to Speak

For Booking Information:

973-706-8924

DLM@DebraLMorrison.com

Latest Posts

  • Morrison Money Mindset September Edition

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  • 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 →

For Booking Info:

973-706-8924

DLM@DebraLMorrison.com

  • Morrison Money Mindset September Edition
  • Open Enrollment Q & A
  • Don’t Let People Use Your Grief to Take Advantage of You
  • The True Costs of Car Ownership
  • How Travel Can Help Women Overcome Grief
© 2020 Debra L. Morrison, LLC. All Rights Reserved.
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