This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Investors can easily get distracted these days. Hop in the car on the way to work, turn on the radio and get updates on the stock market futures. Check your online portfolio at work during your lunch break. Perhaps you… Continue Reading: 4 Things Every Investor Can Control
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Our observation is that many people are very generous with the donations they make. It sure helps that there is likely a tax deduction for this, no question. Many people are accustomed to donating cash, writing a check to the… Continue Reading: 7 Reasons Why All Investors Over Age 70 1/2 Should Consider a Qualified Charitable Distribution
This article is original content written by local Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA You have reached the holy grail (for some) and retired. Congratulations! You are in the Land of No Alarm Clocks. Now you can do (almost) whatever you want to do. You’ve worked your whole life to get here. Now… Continue Reading: 4 Easy Steps to Stay Retired
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA For this post, we will review our Financial Planning Checklist. The following is our “Top 10” list of things you should consider as part of your financial planning process. Opinions expressed in the attached article are those of the author… Continue Reading: “Top 10” Financial Planning Checklist
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Don’t you just love it when a Major League athlete signs a huge contract with a new team and says, “It’s not about the money.” Bull Just to be clear: It’s always about the money! Don’t get me wrong I… Continue Reading: “It’s Not About the Money”
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 a Mulligan in Golf. You knew that already. So why am I telling you this?… Continue Reading: 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 To be eligible for a Roth IRA you need to have earned income from wages or from self-employment. Additionally higher income earners are not eligible. Married couples filing a joint return with a modified adjusted gross income of less than… Continue Reading: 3 Proven Reasons You Need a Roth IRA
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 the price of admission. After all, it is your retirement we are talking about here.… Continue Reading: 5 Easy Steps to Retirement
Save Money & Taxes in Retirement Continue Reading: 6 Easy Retirement Distribution Steps to Save Money & Taxes
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA 1. Know Where to Start Most advice would suggest starting with knowing your goals. This is good advice with financial planning; it’s just not the first place to start. The first step is to have an adequate Cash Reserve. Everyone… Continue Reading: 3 Easy Things to Know to Get Tax Smart Investing