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
By Paul Morrone CFP®, CPA, MSA
We are now in the worst part of winter here, and it doesn’t all have to do with the weather. I feel like February is the month
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
It’s no secret that one of my favorite foods in the world is pizza; you’ve seen me write about it before. In the past, I’ve
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
The W-2 is one of many tax documents that working individuals receive, and in many cases, they are widely misunderstood. Your W
By Paul Morrone CFP®, CPA, MSA
Very few things excite me as much as spending time with my family and friends, which gave me the bright idea of coordinating a
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
Owners of small business have the autonomy to run and grow a business that can potentially be their largest asset in a very
