“Top 10” Financial Planning Checklist

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA For this post, we will review our Financial Planning Checklist. The following is our “Top 10” list of things you should consider as part of your financial planning process. Opinions expressed in the attached article are those of the author… Continue Reading: “Top 10” Financial Planning Checklist

Diet and Exercise

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA That’s what my doctor tells me after my annual physical exam – every single time.  When I press her on this, she gives me a deeper insight like “portion control.”  Wow…really? Who knew? It sounds so simple, but is this… Continue Reading: Diet and Exercise

Make Your Checks Payable to the Smith Family Education Fund…

word "Obituary"

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Really? It’s difficult enough when someone passes away.  It’s even more difficult when someone passes away with minor children.  It’s unbelievable when someone with minor children passes away and has not appropriately planned for the funding of their education.   It’s… Continue Reading: Make Your Checks Payable to the Smith Family Education Fund…

The Complimentary 1,440 Credit Card

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA My brother-in-law Bob recently told me about the Complimentary 1,440 credit card. Here were some of the features he mentioned: * You must use the 1,440 everyday* It expires at the end of the day* It automatically re-news the next… Continue Reading: The Complimentary 1,440 Credit Card