By Paul Morrone CFP®, CPA/PFS, MSA
For many Americans taxes are a necessary evil. Something to ‘get done’ and forget about for 12 months. However, the savvy
By Paul Morrone CFP®, CPA/PFS, MSA
Contrary to many of the advertisements on TV, the quality of your home, auto and liability insurance is not determined by
By Paul Morrone CFP®, CPA, MSA
Most people are happy quickly washing their car with soap and water, or maybe even driving through the car wash at their local
By Paul Morrone CFP®, CPA/PFS, MSA
Soaring equity prices make people as giddy as winning the lottery as they see their retirement plan balances rise during the
By Paul Morrone CFP®, CPA/PFS, MSA
You’ve done the unthinkable and made that one big financial mistake that you will remember for the rest of your life. The
By Paul Morrone CFP®, CPA, MSA
From buzzer beaters to blowouts, including the biggest upset in NCAA history, this year’s March Madness certainly didn’t
By Paul Morrone CFP®, CPA/PFS, MSA
It seems like every week there is a new story about an athlete that was burned by their financial advisor. A quick google
By Paul Morrone CFP®, CPA/PFS, MSA
Crafting a financial plan is a very personal process which often involves making decisions that many put off for years
By Paul Morrone CFP®, CPA/PFS, MSA
Indexing has been a very hot topic in the investing world as the popularity of index funds and ETFs have proliferated in the
By Paul Morrone CFP®, CPA/PFS, MSA
Estate and gift taxation, and all its inherent complexities, is a favorite target of regulators at both the Federal and
By Paul Morrone CFP®, CPA, MSA
I know it’s a little late to be writing about Christmas, but bear with me, as we had our own little Christmas miracle in our
By Paul Morrone CFP®, CPA, MSA
When I was younger I was fascinated with how things work. My nursery school teacher was convinced I’d grow up to be an engineer
