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…
Mad Max Was Wrong
Tagged with: commodities, Connecticut Water Service, Economics, Economics 101, Fed, Fracking, Interest Rates, Oil, OPEC
Why Everyone Needs a $1 Million Umbrella Policy (or More)
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA What Is an Umbrella Policy? Personal umbrella insurance is the insurance that is designed to give you liability protection beyond the protection provided by…
Tagged with: 401 (k) Plan, Assets, automobile insurance, bonds, credit score, Homeowners Insurance, insurance policy, insurance premiums, Investors, Money, personal umbrella policy, stocks
3 Things In Life You Only Want the Best Of
1) Seat Belts – Pretty Obvious 2) Parachutes – Any Questions? 3) Financial Advice
Tagged with: College Education, Financial advice, Financial Advisor, Full Retirement Age, Government, Life Insurance, parachute, Pension, Pension Plan, retired, Retirement, seat belts, Social Security, Union
Why The Affluent (Mostly) Ignore the News
There is no shortage of new. Television, radio, newspapers, magazines and of course, the internet. 24/7/365 information is coming at you. Whoever named it the ‘information age’ sure got it right!
Tagged with: AFFLUENT, CHINA, ENERGY, FINANCIAL MARKETS, Financial Plan, INFORMATION AGE, Interest Rate, Interest Rates, Investors, SAVVY INVESTORS, SMART INVESTORS, TREND WATCHING
Make Your Checks Payable to the Smith Family Education Fund…
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…
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…
Tagged with: 401(K) Plan, Cash Reserve Fund, Connecticut Drivers, Disability Insurance, Education Funding, Financial Advisor, Financial Plan, Homeowners Insurance, Income Tax, Income Tax-Free, individual account, Investing, IRA, Pension Plan, personal umbrella policy, Roth IRA
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…
Tagged with: Disability Insurance, Estate Planning, Health Care Proxy, ILIT, Life Insurance, personal umbrella policy, Power of Attorney, Risk Management, Roth IRA
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…
Tagged with: 4% Withdrawl Rate, 401(K) Plan, Cash Reserve Fund, IRA, Pension Plan, Retirement, Retirement Plan, Roth 401(k) plan, Roth IRA, Self-Employed, Social Security, tax-deferred, Tax-Free
