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Deborah Morgan and Company, Inc. has been helping entrepreneurs, business owners, non-profits and individuals like you grow and prosper for more than 25 years. We specialize in helping you achieve the long-term growth you seek, and we pride ourselves on our uniquely proactive approach to both defining and fulfilling the individual needs of each and every one of our clients

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Deborah Morgan and Company, Inc.
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Take Advantage of Being Self-Employed
Nov 12

Nov 12 Take Advantage of Being Self-Employed

Victoria Swarthout
Business Owners, Home Business, Tax Tips, Retirement Planning, Insurance

Do you work for yourself? Make sure you're taking advantage of all the tax breaks out there for self-employed individuals. Here are some of the big ones.

Want to Minimize Rent and Storage Costs? Consider This:
Nov 3

Nov 3 Want to Minimize Rent and Storage Costs? Consider This:

Victoria Swarthout
Money Management, Business Owners

Are you spending a large chunk of your budget on rent and storage expenses? Consider these ideas for cutting down on costs.

Protect Your Privacy in 5 Simple Steps
Oct 29

Oct 29 Protect Your Privacy in 5 Simple Steps

Victoria Swarthout
Data Security

Protecting yourself from identity theft is more important than ever… yet you may be putting yourself at risk every day. Take these steps to help you manage and protect your personal data.

Survive Financial Stress with These 3 Mindset Changers
Oct 24

Oct 24 Survive Financial Stress with These 3 Mindset Changers

Victoria Swarthout
Money Management

Finances stressing you out? A few small tweaks could help you handle the hard stuff.

School Your Children on Money Matters
Sep 20

Sep 20 School Your Children on Money Matters

Victoria Swarthout

Not sure how to start teaching your kids about managing money? No problem. Take a look at this list of topics to cover as they grow.

 

Minimize Your Tax Bill by Volunteering for Charity
Sep 9

Sep 9 Minimize Your Tax Bill by Volunteering for Charity

Victoria Swarthout
Tax Tips, Money Management

Have you done volunteer work for a charitable organization? You might find that helping others can also help you lower your tax bill.

Kick Your Record-Keeping Skills Into High Gear
Sep 6

Sep 6 Kick Your Record-Keeping Skills Into High Gear

Victoria Swarthout
Tax Tips, Business Owners

With all the major tax changes coming next year, it's more important than ever to make sure you're keeping the right records for tax purposes. Read more for some tips.

Make Sure You've Got A Plan for your RMDs
Aug 23

Aug 23 Make Sure You've Got A Plan for your RMDs

Victoria Swarthout
Money Management, Tax Tips, Retirement Planning

Do you have a plan for your retirement distributions? If unprepared, you could be faced with penalties or an increase in tax bills. Consider these tips.

Summer's a Time for Vacation and Tax Planning
Aug 8

Aug 8 Summer's a Time for Vacation and Tax Planning

Victoria Swarthout
Money Management, Tax Tips, Business Owners

Don’t let the warm weather go straight to your head. Make a point to review your tax plan and make effective changes while you still can this year.

Want to Retire Someday? Here's How to Save More Now.
Jul 10

Jul 10 Want to Retire Someday? Here's How to Save More Now.

Victoria Swarthout
Retirement Planning, Money Management

Stop procrastinating if you know you need to save more for retirement. Luckily, saving money doesn’t have to be hard work. In fact, many successful savers have found simple ways to cut spending and increase savings. Read more to find out how.

3 Debt-Destroying Habits Everyone Should Follow
Jul 10

Jul 10 3 Debt-Destroying Habits Everyone Should Follow

Victoria Swarthout
Money Management, Debt

No matter if you’re in a little or a lot of debt, you can start forming a few new habits that will help you chip away at it. Take a look.

Audit-Proof Your Shareholder Loan
Jun 14

Jun 14 Audit-Proof Your Shareholder Loan

Debbie Morgan
Business Owners, Tax Tips

Business owners can face a lot of scrutiny if they borrow money from their company and then get audited. Find out how you can get better prepared.

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