By Paul Morrone CFP®, CPA/PFS, MSA
Employer provided life insurance comes in many shapes and sizes, and unfortunately, there is no one size fits all solution
By Paul Morrone CFP®, CPA/PFS, MSA
Leave it to our taxing authorities to make giving money away a complicated process. As the old saying goes - the only thing
By Paul Morrone CFP®, CPA/PFS, MSA
It’s now far enough in the year to make educated decisions on tax planning items such items as ROTH conversions, accelerated
By Paul Morrone CFP®, CPA/PFS, MSA
Caring for a child with a physical or mental handicap is a life-long job that requires immense emotional strength and a
By Paul Morrone CFP®, CPA/PFS, MSA
Part of any sound financial plan is having a complete plan designed to manage your legacy if you don’t wake up for breakfast
By Paul Morrone CFP®, CPA/PFS, MSA
If you Google ‘what is a trust’ you will get over a billion hits (I tried it, it was 1.070 billion), which is hard to digest
By Paul Morrone CFP®, CPA/PFS, MSA
Snowbirds are faced with an increasingly complex challenge, proving their state of residence for tax purposes. While the
By Paul Morrone CFP®, CPA/PFS, MSA
You own a home, you own a car, you buy insurance. It’s how things are done, it’s how your parents did it, it’s how your
By Paul Morrone CFP®, CPA/PFS, MSA
It’s no surprise that the not-for-profit sector was resistant to some of the tax code changes as many donors may receive
By Paul Morrone CFP®, CPA/PFS, MSA
Crafting a financial plan is a very personal process which often involves making decisions that many put off for years
By Paul Morrone CFP®, CPA/PFS, MSA
Estate and gift taxation, and all its inherent complexities, is a favorite target of regulators at both the Federal and
By Paul Morrone CFP®, CPA/PFS, MSA
While there may be a public assumption that it is not a problem for high net worth households to afford paying death taxes