Nothing beats giving a great gift - except for giving a great gift that also helps others.

Hello, Clients and Friends! Thank you so much for your responses to the Halloween Contest – once again, we have some insanely creative clients - it is always hard to decide! Now for the results.... Top Human Costumes First Place: Ashley and Howard as Lady Autumn and Lord of the Woods. They glued on every single leaf and stick - amazing! In honor of Ashley and Howard, MORWM is donating $500 to Planned Parenthood. Second Place: Chris and friends as Trekkie Angels! PSA - due t

Dear Clients and Friends, Now that the passage of the One Big Beautiful Bill has been digested by the masses, one area that has garnished much attention has been the impact on the charitable giving landscape. Needless to say, we don’t let the tax tail wag the dog when it comes to our personal giving, especially in today’s world where wars are ongoing, natural disasters are driving near record-high losses worldwide , and food insecurity and malnutrition continues to reach new

What if I told you that instead of paying $20,000 in state taxes, you could donate $20,000 to charity and pay only $2,000 in taxes?

The theme for Earth Day 2025 is “Our Power, Our Planet.” Our clients are showing up for our planet - here's how...

Inspiration to give a little more (or a little more deliberately) this holiday season

Discos, dogs and race car drivers...we have it all!

Dear Clients & Friends, Before we get into this Weekend Reading, let us acknowledge our excitement about the upcoming long weekend. While...

Arbor Day Trivia, Paperless Delivery and More!

Dear Clients and Friends, The Philly MORWM crew is celebrating Giving Tuesday by spending the afternoon with one of our favorite...

Dear Clients and Friends, It’s almost Thanksgiving, and we’re feeling grateful for our wonderful MORWM community. Thank you for...

Thank you so much for your responses to the Halloween Contest - we received so many amazing photos - it was hard to decide! Now for the...

Dear Clients and Friends, Charitable giving is an important aspect of your financial plan, especially here at MOR Wealth Management....

Dear Clients & Friends, For this Weekend Reading, we’re updating everyone on some material changes to Health Savings Accounts and student...

Dear Clients & Friends, Please give your warmest, loudest, and most fantastic welcome to the newest addition to our MORWM family:...

Some of you may have met my husband, Dan, at a charity event or at one of our annual baseball games. He’s over six feet tall, with a full...

Dear Clients & Friends, This weekend, the MORWM crew is all about giving. And walking. And rock and roll. Dan and his extended family...

Dear Clients & Friends, As you all know, Socially Responsible Investing is the law of the land here at MORWM. We are also a B Corp, which...

Dear Clients and Friends, It’s the week of Thanksgiving, and we’re feeling grateful for our wonderful MORWM community. Thank you for...

Dear Clients & Friends, Please give the warmest, loudest, and most fantastic welcome roar to the newest addition to our MORWM family,...