Serving our customers in Oregon, Washington, California & Nevada
"Quality down to earth service you can trust. Big enough to serve you, but small enough to know you by name. Quality in choice of products offered."
Thank you for visiting our website. T.W. Morgan Insurance Services has been serving the Northwest residents of Oregon, Washington California and Nevada since 1991, providing quality insurance products and services to our customers. We are full services Property & Casualty, Health & Life insurance agency licensed to serve our customers for: Health, Life, Disability, Annuities, Foreign Travel Medical Coverage, Trip Cancellation Coverage, Group Health & Dental. We also offer a full line of Property & Casualty insurance products serving Commercial Business and personal lines Insurance policies.
There is an abundance of resources for you to explore here. You can use one of our many calculators to work on your goals. Visit us often, because there will always be something new for you to explore. Enjoy your visit!Services We Offer Meet the Team Contact Us
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Military families face unique challenges, making personal finance even more critical.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Building wealth requires protection from the forces of wealth destruction.
For homeowners who think their property taxes are too high, there are ways to appeal.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know how to set up your financial goals for success? This knight does.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.
Making the most of surprises is a great reason to work with us.