Morrissey Wealth Management

06/26/2024

We had an incredible book signing event at ReReads in Cheshire for the launch of my book “Fiduciary, How to Find, Hire and Establish an Aligned and Trusted Partnership with a Fee-Only Financial Advisor"

Thank you to everyone who came out to show their support and made this event a massive success!

Missed the event? Don't worry! You can still get your hands on a copy of my book using this link: Book — Retire with Ryan (https://www.retirewithryan.com/book)

06/05/2024

Join us as we celebrate the release of Fiduciary by Ryan R Morrissey, CFP®, CLU®, ChFC®, CMFC.
Be part of a special evening, engaging conversations, and a first look at this highly anticipated new book
Register Here: https://calendly.com/ryanmorrissey/book-launch-signing-event

05/24/2024

Join us as we celebrate the release of Fiduciary by Ryan R Morrissey, CFP®, CLU®, ChFC®, CMFC.
Be part of a special evening, engaging conversations, and a first look at this highly anticipated new book
Register Here: https://calendly.com/ryanmorrissey/book-launch-signing-event?preview_source=et_card&month=2024-06

05/24/2024

What are the three different types of financial advisors? Why do I believe a fee-only financial advisor is the best? If you’re considering hiring a financial advisor for the first time—or questioning if your current advisor has your best interests at heart—don’t miss this one.

It’s part 2 of my series in which I’m covering some of the topics in my upcoming book, “Fiduciary: How to Find, Hire, and Establish a Trusted Partnership with a Fee-Only Advisor.” The goal is to help my listeners find a financial advisor that they can trust.

What are the three different types of financial advisors? Why do I believe a fee-only financial advisor is the best? If you’re considering hiring a financial...

05/24/2024

This Memorial Day, Morrissey Wealth Management pays tribute to the courageous men and women who have given their lives for our country. We honor their legacy and are committed to upholding the values they defended.

05/12/2024

Wishing a very special Happy Mother’s Day to all moms!

05/08/2024

Congratulations to Retire With Ryan!
IRS Update For Inherited IRAs and Roth IRAs, #200

Have you inherited an IRA from a non-spouse who passed away after 1/1/2020? Beneficiaries of pre-tax retirement accounts have always had to pay taxes on what they inherit. However, on 1/1/2020, the SECURE Act was passed, changing the annual amount that beneficiaries would have to withdraw.
https://www.retirewithryan.com/podcast/200

04/29/2024

https://www.youtube.com/watch?v=N5K5uegyLgs
Medicare is confusing and complicated. Most people nearing retirement age have likely heard numerous mistruths regarding when to get it, what it does for you, and so much more. That’s why I’m busting the 10 most commonly perpetrated Medicare myths so you’ll know how to discern fact from fiction—and put your mind at ease.

Medicare is confusing and complicated. Most people nearing retirement age have likely heard numerous mistruths regarding when to get it, what it does for you...

04/12/2024

https://www.youtube.com/watch?v=zDiZKVadaoU
Do you usually get a tax refund? What do you typically do with your tax refund? Do you have it earmarked for a specific purpose? As we’re inching closer to the tax filing deadline, I thought it would be interesting to share some ways you can wisely invest your tax refund. I’ll cover 9 ideas you can consider to make good use of your money.

Do you usually get a tax refund? What do you typically do with your tax refund? Do you have it earmarked for a specific purpose? As we are inching close to t...

04/08/2024

https://www.youtube.com/watch?v=pLRUkP17ckM
Do you own stock in the company that you work for in your 401K? Net unrealized appreciation could potentially save you a significant amount of money on your taxes when you start making withdrawals. I’ll share how to take advantage of the process as well as mistakes to avoid making in this episode of Retire with Ryan.

Do you own stock in the company that you work for in your 401K? Net unrealized appreciation could potentially save you a significant amount of money on your ...

03/25/2024

How do tax deductions work with transitional IRAs? When would you consider a non-deductible IRA contribution? In this episode of Retire with Ryan, I’ll cover contribution and deduction limits, spousal IRAs, and non-deductible IRA contributions (and why you’d want to consider them). Check it out!

As we get closer to the tax filing deadline (April 15th), I wanted to talk about contributing to a Roth IRA or traditional IRA. In this episode, I’ll cover c...

03/15/2024

https://www.youtube.com/watch?v=6BnYONhlZ8g
What is Indexed Universal Life Insurance? Is it something you should consider investing in? Are the rumors you’ve heard about it true? In this episode, Andy Panko (of Tenon Financial) and I dispel 7 myths that are circulating about UILs and we cover what you need to know to make an informed decision about the insurance product.
Disclaimer: We don’t sell insurance, we’re just trying to do what’s best for our clients.

What is Indexed Universal Life Insurance? Is it something you should consider investing in? Are the rumors you’ve heard about it true? In this episode, Andy ...