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
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
Caring for a child with a physical or mental handicap is a life-long job that requires immense emotional strength and a
By Paul Morrone CFP®, CPA/PFS, MSA
The headlines over the past week have been gut-wrenching. Like the bloodbath we saw earlier in January of 2018, the DOW
By Paul Morrone CFP®, CPA/PFS, MSA
The Tax Cuts and Jobs Act which passed at the end of 2017 drew a hard line in the sand regarding the deductibility of
By Paul Morrone CFP®, CPA/PFS, MSA
I was driving to work this morning and an ad came on the radio that opened with the line “The bull market is now 10 years
