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…
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Make Your Checks Payable to the Smith Family Education Fund…
Tagged with: Average Joe's, Connecticut, Connecticut Probate Court, Death Benefit, Dependents, Estate Plan, Estate Planning, Estate Tax, Estate Tax Exclusion, Estate Tax Rate, Federal Estate Exclusion, Federal Estate Tax, Guardian, Health Care Proxy, Higher Education, ILIT, Intestacy Rules, Irrevocable Life Insurance Trust, Level Term Life Insurance, Life Insurance, Permanent Insurance, Power of Attorney, Probate Court, Term Life Insurance, Trust, Warren Buffet, Will
5 Examples of Disruption Being Very Expensive
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Disruption has been a very big theme for quite some time now. Marc Andreessen famously said, “Why Software is Eating the World.” And this was…
5 Easy Steps to Retirement
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA 1) Plan For Your Retirement Sorry for having to state the obvious. You’re not going to get to retire if you don’t plan. This is…
Why Defense First Wins Your Financial Planning Game
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA “Offense sells tickets. Defense wins championships.” Paul “Bear” Bryant – Former Head Football Coach University of Alabama and six-time National Champions. Defense wins championships. It…
5 Easy Steps to Get a Paycheck in Retirement
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Playing more golf, going to the beach or spending more time with your grandchildren is how some visualize their retirement. During your working career…
Control Your Destiny
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA When reviewing their investment portfolios, investors frequently focus on the wrong item—the rate of return. Where should you start? You should center your attention on the…
Tagged with: 401 (k) Plan, 529 Plan, Asset Allocation, Bear Market, Financial Advisor, Income Tax, Income Tax-Free, IRA, Retirement Plan, Stock Market
Mad Max Was Wrong
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Mad Max 2 known as The Road Warrior was a 1981 movie that was the second installment of the Mad Max film series. The star…
Tagged with: commodities, Connecticut Water Service, Economics, Economics 101, Fed, Fracking, Interest Rates, Oil, OPEC
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 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…
The Tale of Two Unrestricted Gifts
This is tale of two unrestricted gifts made by donors when they passed away. Robert Morin Robert Morin worked as a librarian at the University of New Hampshire (“UNH”) for nearly 50 years. When he passed away…
May The Odds Be Ever In Your Favor
The Hunger Games was a bestselling novel that was subsequently made into a movie. Both were awesome. The setting is one where the Capital is abundant in riches. The outlying 12 Districts are all living in poverty. Every year…
