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
Cash is king, except when it’s not. You may be wondering under what scenario is cash not king, and that is when using it
By Paul Morrone CFP®, CPA/PFS, MSA
With no clear regulation on who can call themselves a financial planner, wealth manager, financial advisor, or any other
By Paul Morrone CFP®, CPA/PFS, MSA
American consumers recently celebrated a significant one-year anniversary, albeit one we are all trying to forget
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
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
A major focus in the retail industry is inventory control. Companies make large capital investments to have an inventory
By Paul Morrone CFP®, CPA/PFS, MSA
Many of retirements biggest hurdles have nothing to do with money. Retiring is one of the most important decisions an
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
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