By Paul Morrone CFP®, CPA, MSA
Almost every year is an anomaly in the world of investing and capital markets. It doesn’t matter which market you are referring
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
The third quarter was a good one, with historically low volatility that kept the bull on its feet, even in spite of the tragic
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
By Paul Morrone CFP®, CPA, MSA
Speaking from experience, it’s a pain to change banks in today’s digital world. Online information, the interconnectivity
By Paul Morrone CFP(R), CPA, MSA
As you may know, the credit reporting agency, Equifax, experienced a data breach which may have compromised the personally
By Paul Morrone, CFP ®, CPA, MSA
To put it bluntly, our nation’s children receive what I would call a disgracefully small amount of personal financial
By Paul Morrone, CFP ®, CPA, MSA
Legally changing your name is an arduous process, more so now that we are more connected in the digital age.
Below is a