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
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
One way to find money is to examine your current spending habits and eliminate money wasters.
How long does a $20 bill last?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A special needs trust helps care for a special needs child when you’re gone.