Ellen Morse Ellen Morse

Navigating Entrepreneurship: Vital Considerations for Success

Starting a business and embarking on the entrepreneurial journey can be both exhilarating and challenging. Small business startups, in particular, play a vital role in fostering economic growth and providing solutions to societal challenges. While passion, innovation, and dedication are key ingredients for success, it is imperative to prioritize sound financial planning and decision-making.

Read More
Ellen Morse Ellen Morse

How to protect your finances online

Whether it's shopping, banking, or investing, money is flowing through cyberspace.
But here's the thing: with convenience comes risk. Take the following steps to help mitigate risk and protect yourself online.

Read More
Ellen Morse Ellen Morse

Empowering Widows: Strategies to Overcome Financial Challenges

The loss of a spouse brings emotional upheaval, it's vital for widows to proactively manage their finances. By taking control and seeking professional guidance, and implementing sound financial strategies, widows can regain stability during this difficult period. It is never too late to use your money as tool to increase wealth, security, and happiness.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
ck conroy ck conroy

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.

Read More
ck conroy ck conroy

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.

Read More
ck conroy ck conroy

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.

Read More