Munroe Morrow Team
Munroe Morrow Wealth Management is a full service wealth management and financial services firm located in Boston, MA. Our focus is on excellent investment and financial advice as we help clients build and manage their wealth. We place great emphasis on education–both yours and ours. We are committed to advising you in an objective and unbiased manner. We inform and educate you on the investment principles and strategies we recommend and implement. We believe that this level of knowledge and transparency helps you to make financial decisions with confidence and clarity. Contact us to take the first step.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Protect yourself against the damage that your homeowners policy doesn’t cover.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?