Winter Is Coming

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

Average Joe’s

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

Make Your Checks Payable to the Smith Family Education Fund…

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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…

Estate Planning Lessons Learned From My Mom’s Estate

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA My mother passed away at age 84.  While her estate was fairly modest, here is some estate planning lessons we learned about her estate. Give While You Are Alive My mom’s estate was modest.  She had a house, a car… Continue Reading: Estate Planning Lessons Learned From My Mom’s Estate

3 Ways My Daughter Financially Contributed to her College Education

This article on savings during retirement is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA My daughter attended the University of New Hampshire.  Here are 3 ways she contributed to her college education. 1) Stafford Loans She has taken out Stafford Loans.  She was able to borrow $5,500 her freshmen year… Continue Reading: 3 Ways My Daughter Financially Contributed to her College Education

Why Defense First Wins Your Financial Planning Game

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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 appears the “Bear” knew what he was talking about with six National Championships. It’s the… Continue Reading: Why Defense First Wins Your Financial Planning Game

The Difference Between a Roth IRA and an IRA

This article on savings during retirement is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA The Roth IRA and an IRA both offer different tax advantaged ways to save for retirement. If you are serious about your retirement plan take these 5 Easy Steps to Retirement. Roth IRA In 2021, investors… Continue Reading: The Difference Between a Roth IRA and an IRA