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/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/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/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/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