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Financial Planning

Planning for the Rising Costs of Health Care

Article by Morgan Stanley and provided courtesy of Michael L. Beers, Morgan Stanley Financial Advisor Longer lifespans and rising health care costs are driving investors to control their financial exposure to uncovered bouts of care – particularly in retirement. The United States spends more than $3 trillion a year on health care, or nearly $10,000 […]

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Study Links Good Financial Habits to Achieving Happiness

Morgan Stanley’s Investor Pulse poll highlights that while most investors hold an optimistic outlook-worries about their financial futures remain. Courtesy of: Michael L. Beers, CIMA(R), CRPS(R) Senior Vice President Family Wealth Advisor Corporate Retirement Director Morgan Stanley Easton Phone Number: 614.269.3401 Web Address: fa.morganstanley.com/fortis From record-breaking stock market returns to falling unemployment, the U.S. has

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