The Planner's Perspective: Don't Forget About Your Life

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 friends do it, and it’s something you probably didn’t think twice about. Laws and lender requirements aside, you would never go without insurance as the cost to repair or replace these assets can be staggering and upend even a financially sound household. While most don’t think twice about insuring physical assets, they often overlook insuring their biggest intangible asset, their earning potential!

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The Planner's Perspective: Making The Charitable Deduction Count

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 little, if any, tax benefit for their generosity in the upcoming years. While deductions for contributions are not generally the only motivation for individuals to bequeath some of their wealth to an organization with good stewardship, it certainly makes giving more attractive from a dollars and cents perspective.

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