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
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
Many of retirements biggest hurdles have nothing to do with money. Retiring is one of the most important decisions an
By Paul Morrone CFP®, CPA/PFS, MSA
Looking back at the past 12 months, I bet most can easily think of something they did that was considered a ‘splurge.’ Maybe
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, MSA
What many don’t realize is that social security is their biggest retirement asset, and understandably so. When your net worth is