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Penny Morgan Financial Service

3615 SW 29th St., Suite 203
Topeka, KS 66614

Phone:

785.271.1033

Fax:

785.273.1239

E-mail:

Tax Planning and Preparation, and Insurance Product Services

Welcome to Penny Morgan Financial Service, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind tax planning, insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Explores how investment strategy changes once retirement begins.

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Explains why tariffs have shaken markets and long-term trends to consider.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How much do you need to save each year to meet your long-term financial goals?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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