The Munroe Morrow Team
Our team has over 50 years of collective experience and we are dedicated to the highest level of personalized service. We go beyond just investment advice. We focus on all aspects of our client's personal and financial life to develop a comprehensive plan. Contact us to take the first step..
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This worksheet can help you estimate the costs of a four-year college program.
Here are 4 great, and sometimes unexpected, places to raise a family.
Lifestyle considerations in creating your retirement portfolio.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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.
Using smart management to get more of what you want and free up assets to invest.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you have causes that you want to support with donations? Here are three tips.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.