By Paul Morrone CFP®, CPA/PFS, MSA
The term ‘stock options’ is kind of a catch-all to describe a form of incentive compensation usually awarded to a select
By Paul Morrone CFP®, CPA/PFS, MSA
The new year brought a welcomed increase to retirement plan contribution limits, as allowable 401(k) pretax elective
By Paul Morrone CFP®, CPA/PFS, MSA
It’s now far enough in the year to make educated decisions on tax planning items such items as ROTH conversions, accelerated
By Paul Morrone CFP®, CPA/PFS, MSA
Maybe you lost 6 pounds (but you tell yourself you lost 10), or your college GPA was 3.45 (but you tell yourself it was a 3
By Paul Morrone CFP®, CPA/PFS, MSA
You all remember the kid at school who was always super organized. They had color coded folders, a meticulously maintained
By Paul Morrone CFP®, CPA/PFS, MSA
We’ve been asked hundreds of times, “how much do I need to retire?” I think some folks may be caught off guard when I
By Paul Morrone CFP®, CPA/PFS, MSA
A financial windfall doesn’t always come in the form of a $1 billion lotto jackpot. As nice as this would be, it just isn’t
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
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