Adam B. Morgan, Financial Advisor / Managing Associate

Preparing for that next step in life isn't always easy, but it can be with my expertise in Retirement Planning, Investment Strategies, and Insurance Needs.

My primary objective is to help you achieve financial freedom in a complex and constantly changing world by recommending products that can help you achieve what is most important to you. I am supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits. I begin with a thorough audit of your present financial situation to give you an accurate picture of where you stand. I listen to gain a thorough understanding of your personal goals for yourself, your family and your business. Only then do I match a diverse array of products to your specific needs. To you, I pledge my knowledge, expertise, resources and dedication to integrity in all that I do. Adam B. Morgan is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 4880 Sadler Road Overlook 1, Suite 110, Glen Allen, VA 23060, Tel: 804-346-1011 MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

https://www.forbes.com

Video: Overcoming The Feeling Of Being Overwhelmed

https://www.forbes.com Are you feeling overwhelmed? Do you feel that you are fighting on too many fronts with too few resources? Or are you just fed up with interminable meetings to allocate priorities? If that is the case, this little tool can help.

http://www.reuters.com/

Your Money: How many college savings buckets do you need?

http://www.reuters.com/ As parents consider the best way to save for college, financial advisers say the kind of accounts matter, as well as the plan to spend the money when the time comes.

https://www.forbes.com

Four Cool Weather Activities That You And The Kids Can Do For The 2017 Solar Eclipse

https://www.forbes.com The peer-review scientific literature reveals other meteorological impacts of solar eclipses too (mainly wind) so as an atmospheric sciences professor and meteorologist, I thought that it would be interesting to point out four cool weather activities that you and the kids can do for the upcoming ecl...

http://money.cnn.com

Stock market madness returns as techs plunge

http://money.cnn.com Call it the yo-yo market. The Dow dropped more than 200 points Thursday afternoon and big tech stocks were leading the way down. But just a day earlier, the broader market -- and the Nasdaq in particular -- had one of their best days in months.

https://www.bloomberg.com

Video: The Best Commencement Speech of 2017

https://www.bloomberg.com Every year, celebrities, CEOs and politicians offer up their advice to graduates at commencement ceremonies. This compilation of the best speeches is the only graduation speech you need to see in 2017.

http://money.cnn.com

Oil has a Tesla problem. But when will it hit?

http://money.cnn.com Tesla literally can't make its Model 3 mass market car fast enough to meet the enormous demand for electric cars. The stunning rise of Tesla -- and growing popularity of electric vehicles broadly -- poses a glaring problem for the oil industry.

https://www.forbes.com

Visit Cuba With Ease: Choose To Cruise There On Eight Lines, From Small To Mega-Size

https://www.forbes.com The frenzy about traveling to Cuba may have cooled down from its highest peak, but travelers are still interested in visiting the island-country 90 miles from the States – still as different and fascinating to many Americans as countries halfway around the globe.

http://www.reuters.com/

Switch it up this year: Buy in May, till November stay

http://www.reuters.com/ Sell in May and go away" is perhaps the oldest saw on Wall Street, but it appears there's no shortage of U.S. mutual funds doing exactly that this year.

Investopedia

How to Set up a Trust Fund If You're Not Rich

Investopedia If you've heard of trust funds but don't know what they are or how they work, you're not alone. Many people know just one key fact about trust funds: They're set up by the ultra-wealthy as a way to protect passing on significant sums of money to family, friends or entities (charities, for example) a...

Investopedia

How Trump's Tax Breaks Could Affect Small Business

Investopedia Taxes and other legislative actions have an undeniable effect on human behavior. Regardless of what you may believe about taxation and regulation—whether or not it’s beneficial—most people cringe when it comes to paying taxes.

[11/11/15]   Happy Veterans Day!! Salute to all the men and women that have served and continue to serve, especially to those that paid the ultimate price so that we may know freedom. Thank you!

[07/03/15]   Wishing everyone a safe holiday weekend! Fireworks, cookouts, family, and freedom! Happy birthday America.

[03/17/15]   Don't miss out on being able to deduct up to $5,500 from your 2014 income for tax season!! The window is quickly narrowing!
804-290-8768, [email protected]

money.cnn.com

Workers spend more time planning vacation than retirement

Some food for thought:

http://money.cnn.com/2014/08/19/retirement/401k-investments/index.html

money.cnn.com Many retirement savers spend more time researching which car to buy or where to go on their next vacation than they do investigating the investments in their 401(k), according to Charles Schwab survey.

[01/12/15]   Tax season is almost upon us! Start it off right by deducting $5,500 from your income by opening up a Traditional IRA. Help knockout a New Year's goal by saving for retirement! 804-290-8768

massmutual.scholarsapply.org

MassMutual Scholars Program - Home

Here is just one of the many reasons why I love working with MassMutual: In 2015, MassMutual looks forward to offering $150,000 in total funding; assisting at least 30 students entering their sophomore, junior, senior, or fifth year of undergraduate coursework with a scholarship worth up to $5,000.

Online application: https://massmutual.scholarsapply.org/

massmutual.scholarsapply.org The MassMutual Scholars Program is funded by Massachusetts Mutual Life Insurance Company and is focused on expanding access and opportunity of higher education and employment to students who reflect the rich cultural diversity of our nation. We seek to increase the number of students completing coll…

foxbusiness.com

36% of Americans Not Saving for Retirement

Are you in the 36%? Do you even have a clue what retirement will look like for you?

http://www.foxbusiness.com/personal-finance/2014/08/18/36-percent-americans-not-saving-for-retirement/

foxbusiness.com Bankrate's survey finds an alarming lack of savings among Americans.

finance.yahoo.com

Man's mistake cost his children $400,000 of an IRA inheritance

Don't make the same mistake!! If you ever need a licensed professional to ensure that beneficiary forms/statements on retirement accounts or insurance, I will do so gladly!

http://finance.yahoo.com/news/man-s-mistake-cost-his-children--400-000-of-an-ira-inheritance-152712809.html

finance.yahoo.com Deborah Smith-Marez and her siblings lost $400,000 of an IRA inheritance because of her father's simple mistake on his beneficiary form.

wisebread.com

10 Easy Ways to Supercharge Your Retirement

Interesting read, check it out and feel free to contact me regarding any retirement/ways to save questions, I hope you all have a great day!

http://www.wisebread.com/10-easy-ways-to-supercharge-your-retirement

wisebread.com Retirement safety nets like pensions are fast becoming a thing of the past. Plan your own strategy with these easy tips to supercharge your retirement.

[07/10/14]   Please get a chance to check out my LinkedIn page as well! https://www.linkedin.com/in/adamboydmorgan Thanks everyone for helping me get the word out on what I do and how I am helping people around the community!!

[07/10/14]   My primary objective is to help you achieve financial freedom in a complex and constantly changing world by recommending products that can help you achieve what is most important to you.
I am supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits.
I begin with a thorough audit of your present financial situation to give you an accurate picture of where you stand. I listen to gain a thorough understanding of your personal goals for yourself, your family and your business. Only then do I match a diverse array of products to your specific needs.
To you, I pledge my knowledge, expertise, resources and dedication to integrity in all that I do.

Adam B. Morgan is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 4880 Sadler Road Overlook 1, Suite 110, Glen Allen, VA 23060, Tel: 804-346-1011
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

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Location

Telephone

Address


4880 Sadler Rd
Glen Allen, VA
23060

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday 09:00 - 12:00
Sunday 09:00 - 21:00
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