Winter Is Here!
Interest rates, recession and so much more this winter. Continue Reading: Winter Is Here!
Interest rates, recession and so much more this winter. Continue Reading: Winter Is Here!
Investors should be aware of delaying taking their required minimum distribution Continue Reading: MarketWatch Quotes Tom On Taking Your RMD
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Expect the Unexpected Expect the unexpected. When the unexpected happens, there is no do-over. There is no reset button to push. Remember, You Only Get a Mulligan in Golf. You knew that already. So why am I telling you this?… Continue Reading: 5 Easy Ways to Plan for the Certainty of Your Financial Uncertainty
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA To be eligible for a Roth IRA you need to have earned income from wages or from self-employment. Additionally higher income earners are not eligible. Married couples filing a joint return with a modified adjusted gross income of less than… Continue Reading: 3 Proven Reasons You Need a Roth IRA
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Required Minimum Distribution The Internal Revenue Service (“IRS’) requires taxpayers to begin to take their Required Minimum Distribution (“RMD”) from their IRA’s and 401(k) plans by April 1st following the year they turn 73. Failure to take this RMD will… Continue Reading: When You Should Take Your Required Minimum Distribution Early
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Years ago we went for a bike ride on Christmas Day on the Farmington Canal Heritage Trail in Farmington, Connecticut. It really is quite a nice trail. We have never been on a bike ride on Christmas Day as the… Continue Reading: “A Bear, A Bear, A Bear!”
Local Raymond James Financial Advisor Thomas F. Scanlon, CFP, CPA of Manchester, CT quoted by CNBC.com on November 25, 2022. 3 lesser-known ways to trim your 2022 tax bill or boost your refund before year-end PUBLISHED FRI, NOV 25 202212:19 PM EST BY KATE DORE FOR CNBC After nearly a year of high inflation, rising… Continue Reading: CNBC Quotes Tom About Maximizing Your Tax Bracket
This article on savings during retirement is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Winter is coming up on the calendar, just like it does every year. The squirrels will be gathering their nuts and the Snow Birds will be heading south. In New England, some winters are harsher than… Continue Reading: Winter Is Coming
This article on savings during retirement is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA The movie Dodgeball: A True Underdog Story came out in 2004. It’s a story about gym owner Peter Lafleur (Vince Vaughn) trying to save his gym. The gym is very behind on its bank loan and… Continue Reading: Average Joe’s
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…