By Paul Morrone CFP®, CPA/PFS, MSA
Credit cards may be one of the most widely used (or misused) and misunderstood financial tools we have available in today’s
By Paul Morrone CFP®, CPA, MSA
The risk/reward tradeoff has been around as long as life itself and relates to every decision an individual must make. While
By Paul Morrone CFP®, CPA, MSA
When I was in college I had a philosophy professor who told us a story on the first day of class. He spoke of a final exam that
By Paul Morrone CFP®, CPA, MSA
The beginning of the year is a great time for some financial housekeeping. Over the course of the next couple of months, you are
By Paul Morrone CFP®, CPA, MSA
We’ve been blessed with generally positive market performance over the last several years. Yes, each asset class has had its
By Paul Morrone CFP®, CPA, MSA
The Tax Cuts and Jobs Act may be the most hotly debated piece of legislation that will ever pass over President Trump's desk
By Paul Morrone CFP®, CPA, MSA
It’s no secret that email is slowly replacing snail mail and that digital portals, cloud based services and smartphone apps are
By Paul Morrone CFP®, CPA, MSA
The estate tax, often referred to as the ‘death tax,’ has been widely publicized as discussions about tax reform continue to
By Paul Morrone CFP®, CPA, MSA
Who can legally make financial decisions on your behalf if you are incapacitated? How about medical decisions? If the answer to
By Paul Morrone CFP®, CPA, MSA
What many don’t realize is that social security is their biggest retirement asset, and understandably so. When your net worth is
By Paul Morrone CFP®, CPA, MSA
For the majority of America, buying a Kim Kardashian sized ring probably isn’t reality and most will quickly learn that money
By Paul Morrone CFP®, CPA, MSA
You’ve sat with your advisor dozens of times, hopefully to review your plan and discuss whether you’re still on track to meet