Derse Morgen Financial Advisors

Derse Morgen Financial Advisors Derse Morgen Financial Advisors is an independent, financial planning and investment planning firm o or its affiliates. Woodbury Financial Services, Inc.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser Derse Morgen and Woodbury Financial Services, Inc., are not affiliated entities. This is not an official site of Woodbury Financial Services, Inc. The opinions expressed by participants are those of the participants and are not those of Woodbury Financ

ial Services, Inc. This site may contain links to articles, comments, or other information from a third party. and its affiliates do not endorse or accept responsibility of third party content. This content has not been reviewed by Woodbury Financial Services, Inc. or its affiliates for completeness or accuracy. All questions or concerns must be directed through the business email address or phone number listed in the profile or information section. Please do not use the Social Media email feature to send email messages regarding concerns. Transaction or customer service requests cannot be taken through this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative or refer to their business website for a list of these states. Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

Please enjoy our take on the financial markets.
02/08/2024

Please enjoy our take on the financial markets.

The Dow Jones Industrial Average advanced 1.22 percent, while the Standard & Poor's (S&P) 500 Index gained 1.59 percent. The Nasdaq Composite, which led throughout 2023, rose 1.02 percent.1

This is one of the more common questions clients ask us when they’re considering retiring. Thinking about retiring? Con...
02/05/2024

This is one of the more common questions clients ask us when they’re considering retiring. Thinking about retiring? Contact us to help answer your most important questions. www.dersemorgen.com

Leaving work four years before starting Medicare can drain $100,000 or more from retirement savings. It pays to consider all the possibilities.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
11/11/2023

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Compare your taxable investment to a tax-deferred one. The results may surprise you.
11/10/2023

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Second homes have unique risks and insuring them is different than a primary home.
11/09/2023

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Surprises crop up every day, and they’re a great reason to work with us.
11/08/2023

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

Investors faced challenges as stocks moved lower due to multiple headwinds, including rising bond yields and geopolitica...
11/07/2023

Investors faced challenges as stocks moved lower due to multiple headwinds, including rising bond yields and geopolitical tensions. However, many remain confident as they look for initial indications of consumer strength by gauging early holiday shopping levels.

Rising bond yields, geopolitical tensions, sticky inflation, and mixed earnings reports combined to push stocks lower last month.

There are ways to protect your business in the event of your death or the death of a partner.
11/07/2023

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

11/06/2023

What’s the difference between a General Obligation bond and a Revenue bond?

Is your household's inflation rate higher than the national average?
11/04/2023

Is your household's inflation rate higher than the national average?

Estimate how much income may be needed at retirement to maintain your standard of living.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
11/03/2023

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
11/02/2023

Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.

Do you understand these common mobile slang terms?

Address

Huntersville, NC
28078

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 5pm
Sunday 8am - 5pm

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