The Scanlon Report

Make Your Checks Payable to the Smith Family Education Fund…

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 one thing if you are not insurable.   I get that.  If you are in this… 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

photo of women punching

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

Tom Quoted on CNBC about Tax Consequences of Getting Proof of Home Improvements for Tax Purposes

Local CFP, Local CPA, CFP Thomas F. Scanlon of Manchester, CT quoted by CNBC.com on July 5, 2022. These 5 metros have the most million-dollar homes: If you’re selling, here’s what to know about the tax consequences PUBLISHED TUE, JUL 5 20227:30 AM EDTUPDATED TUE, JUL 5 20227:39 AM EDT Kate Dore, CFP®@KATEDORE KEY POINTS:… Continue Reading: Tom Quoted on CNBC about Tax Consequences of Getting Proof of Home Improvements for Tax Purposes

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