By Paul Morrone CFP®, CPA/PFS, MSA
Employer provided life insurance comes in many shapes and sizes, and unfortunately, there is no one size fits all solution
By Paul Morrone CFP®, CPA/PFS, MSA
There is a common misconception among taxpayers that just because their tax documents were generated by their employer, the
By Paul Morrone CFP®, CPA/PFS, MSA
The interconnectivity in today’s world has created a wealth of opportunities to connect, interact and form relationships
By Paul Morrone CFP®, CPA/PFS, MSA
With the Tax Cuts and Jobs act in effect for a full year, we are just now beginning to see the fallout of many of the
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
Financial markets and the worldwide economy are incredibly resilient and have continually overcome the unthinkable. A short
By Paul Morrone CFP®, CPA/PFS, MSA
Leave it to our taxing authorities to make giving money away a complicated process. As the old saying goes - the only thing
By Paul Morrone CFP®, CPA/PFS, MSA
Running a small business is demanding work and requires the business owner(s) to wear every possible hat, especially during
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
With sophisticated anti-virus software, threat detection mechanisms, spam filters and electronic aids fighting against
