The Scanlon Report

When You Should Take Your Required Minimum Distribution Early

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

Carrying Holiday Debt May Be Troubling These Days.

Local Raymond James Financial Advisor Thomas F. Scanlon, CFP®, CPA of Manchester, CT quoted by CNBC.com on December 28, 2022. Published Wed. December 28, 2022 by Lorie Konish for CNBC 5 tips to help you knock down those balances. High inflation and rising interest rates mean holiday shoppers who turned to credit cards and other methods of borrowing… Continue Reading: Carrying Holiday Debt May Be Troubling These Days.

CNBC Quotes Tom About Maximizing Your Tax Bracket

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

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

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

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

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