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
By Paul Morrone CFP®, CPA, MSA
I always enjoy baby showers, mainly because I don’t have to attend them. They are generally a ‘girl’s thing’ and that means the
By Paul Morrone CFP®, CPA/PFS, MSA
Snowbirds are faced with an increasingly complex challenge, proving their state of residence for tax purposes. While the
By Paul Morrone CFP®, CPA/PFS, MSA
Believe it or not, there are some bad things that can happen during good times. Everyone is happy when equity markets
By Paul Morrone CFP®, CPA, MSA
I lived right around the corner from Sleeping Giant State Park for decades and often considered it a peaceful place to get away
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
It’s no surprise that the not-for-profit sector was resistant to some of the tax code changes as many donors may receive
I hope you enjoy this video. It shares some insight from our friends at Dimensional Fund Advisors who share the same long-term outlook we as advisors try to
By Paul Morrone CFP®, CPA/PFS, MSA
You’ve inevitably heard someone say that the ‘maximum contribution’ to a 401(k) plan is $18,500 if under 50 and $24,500 if
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, MSA
After months of setting off the fire alarm or making a mess of the kitchen trying to cook on the stovetop, its finally time to
