Wes Morris

Experienced Agent with New York Life Insurance Company specializing in retirement planning and estate planning. Licensed in TN, VA, NC, SC, TX, MA, GA and FL.

[Wes Morris @MorrisFinancial]

I have been so honored over the last several years to be awarded the AGENT OF THE YEAR for the Knoxville General office. I am very fortunate to have an amazing Managing Partner, Shanan Boyd, who supports me, as I support my clients! MANY Thanks, @Shanan J Boyd!

[Wes Morris @MorrisFinancial]

In recent months, the world’s new billionaires made more of their fortunes from inheritance than from entrepreneurship, according to the UBS Billionaire Ambitions Report. This great wealth transfer is underway. https://t.co/WLpQAH503a

[Wes Morris @MorrisFinancial]

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later. https://t.co/ngwHg7gFxe

[Wes Morris @MorrisFinancial]

Here are 10 financial strategy ideas to consider for year-end, that may help prepare you to achieve your financial goals in 2024. https://t.co/2u4peJW3bf

[Wes Morris @MorrisFinancial]

The top four resolutions for people in the U.S. heading into 2024 are saving for a rainy-day fund, retirement, their kids’ education and a big purchase, according to a survey by the USA TODAY Blueprint. Learn what else the findings revealed. https://t.co/VetiHJdp9R

[Wes Morris @MorrisFinancial]

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax mistake. https://t.co/8XytAPBQza

[Wes Morris @MorrisFinancial]

If you’re looking to max out your retirement savings, contribution limits have been bumped up for most plans in 2024. Here’s what you need to know about the new contribution limits. https://t.co/Z6NLLAIBaL

[Wes Morris @MorrisFinancial]

When gifting money and assets within your family, consider these several aspects that are crucial for tax purposes and overall financial strategy. https://t.co/MK25kC7G7c

[Wes Morris @MorrisFinancial]

God Bless Us, Everyone!

[Wes Morris @MorrisFinancial]

Financial professionals share how much of your income you should save and invest for the long run, while finding the balance between comfort and lifestyle expenses. https://t.co/V8Ydv1lITo

[Wes Morris @MorrisFinancial]

Spreading your investments across asset classes can help reduce market risk and boost returns.
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[Wes Morris @MorrisFinancial]

Both the Federal Reserve and markets expect rates to remain restrictive for some time, even if there’s disagreement on whether we’ll see another hike in the near term. Here’s why. https://t.co/jWl1PM4ly4

[Wes Morris @MorrisFinancial]

It’s time to start thinking about any tax liability for next year. Here are four practical tips to consider implementing as you think about your financial goals for 2024.
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[Wes Morris @MorrisFinancial]

529 savings plans are a solid option to save for your kid’s education, but can now also supercharge your kid’s retirement. Take-a-look at how this can work. https://t.co/zLxQoIntnm

[Wes Morris @MorrisFinancial]

Most people who have Medicare Part A, don’t have to pay a premium. But the other parts of Medicare come with some type of monthly premium. Here’s what you need to know about your Medicare coverage. https://t.co/UevdaLOe5f

[Wes Morris @MorrisFinancial]

Most Americans saw a surge in their net worth during the pandemic, but wealth gaps remain. Here’s why. https://t.co/HnsGI5od41

[Wes Morris @MorrisFinancial]

What is something that you are looking forward to as you get older?

[Wes Morris @MorrisFinancial]

This week, let's all exemplify an attitude of Gratitude, Happy Thanksgiving!!!

[Wes Morris @MorrisFinancial]

Saving for retirement? Here are six moves experts suggest you avoid to ensure you have a substantial nest egg when you reach retirement age. https://t.co/TR9qMi50UG

[Wes Morris @MorrisFinancial]

This article explores the New York Federal Reserve’s weekly economic index data and highlights fluctuations in the economy and small business optimism. https://t.co/ZkNJrwmsjV

[Wes Morris @MorrisFinancial]

Experts share four strategies on how to use your leftover 529 college savings plan to help you avoid the 10% withdrawal penalty. https://t.co/agzlhLjs6S