By Paul Morrone CFP®, CPA/PFS, MSA
Our current economic environment is such that the onus of fiscal responsibility is falling more and more on the American
By Paul Morrone CFP®, CPA/PFS, MSA
Looking back at the past 12 months, I bet most can easily think of something they did that was considered a ‘splurge.’ Maybe
By Paul Morrone CFP®, CPA/PFS, MSA
Millennials have created an entirely new set of social norms that break the mold forged by their parents and grandparents
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
How do you spend your 168 hours a week? If you’re still working I’m willing to bet most of it is consumed between time at
By Paul Morrone CFP®, CPA/PFS, MSA
Soaring equity prices make people as giddy as winning the lottery as they see their retirement plan balances rise during the
By Paul Morrone CFP®, CPA/PFS, MSA
You’ve done the unthinkable and made that one big financial mistake that you will remember for the rest of your life. The
By Paul Morrone CFP®, CPA/PFS, MSA
It seems like every week there is a new story about an athlete that was burned by their financial advisor. A quick google
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
Indexing has been a very hot topic in the investing world as the popularity of index funds and ETFs have proliferated in the
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