The Planner's Perspective: Decoding Your W-2

By Paul Morrone CFP®, CPA, MSA

The W-2 is one of many tax documents that working individuals receive, and in many cases, they are widely misunderstood. Your W-2 contains information not just about your earnings and taxes, but your retirement plans and employee benefits as well. Understanding the common numbers displayed on the form can give you a better understanding of the benefits your receiving as well as what your total compensation looks like.

Below is a listing of the key components of your W-2 and what they mean to you:

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The Planner's Perspective: The Rebalancing Act

By Paul Morrone CFP®, CPA, MSA

We’ve been blessed with generally positive market performance over the last several years. Yes, each asset class has had its good days and bad, but the general trend has been upward. Investors at the smallest and largest levels have enjoyed low volatility and steadily positive returns. Unfortunately, the uninformed investor may be in for a wild ride when volatility begins to rear its ugly head if they have not kept a careful eye on their investment allocation.

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Tax Cuts and Jobs Act: What You Need to Know

By Paul Morrone CFP®, CPA, MSA

The Tax Cuts and Jobs Act may be the most hotly debated piece of legislation that will ever pass over President Trump's desk. The final text of the bill has reached nearly 1,100 pages in length and includes provisions that will affect every taxpayer, no matter how large or small. However, what many fail to realize is that the foundation of our "new" tax code is still the antiquated, complicated and widely misunderstood Internal Revenue Code of 1986.

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