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
By Paul Morrone, CFP ®, CPA, MSA
It sometimes feels like your credit score is conjured up by Oz behind the curtain.
You never know what it is, you never
By Paul Morrone, CFP ®, CPA, MSA
Over the past few months, LPL Financial, the custodian for many of our clients’ assets, has been working on a redesigned
By Paul Morrone, CFP ®, CPA, MSA
It’s very common to see a couple that had a will made up when their children were born that is over 20 years old, and
By Paul Morrone, CFP ®, CPA, MSA
In the golden age of banking, banks used to entice new customers with items such as a new toaster, a set of knives or maybe
By Paul Morrone, CFP ®, CPA, MSA
Summer brings a host of fun and excitement to the food scene, especially on the shoreline in CT.
We are just starting to
