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
Unfortunately, most people purchase insurance, but not the right type of insurance policy. Even more frustrating is that
By Paul Morrone CFP®, CPA/PFS, MSA
When we say an event is low probability but high impact, a good analogy is winning the lottery. This sudden windfall of cash
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
Those that have appreciation for collectible, performance or specialized automobiles have unique considerations when
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
Contrary to many of the advertisements on TV, the quality of your home, auto and liability insurance is not determined by
By Paul Morrone, CFP ®, CPA, MSA
Our era of historically low interest rates has wreaked havoc on the life insurance plans of many Americans. Back in the 80’s
By Tom Morrone, CFP ®, CPA, Principal
Over the years I have been involved in countless conversations with clients, family and friends about insurance claims