How to Use the Tax Code to Retire in Style

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA How do you envision your retirement?  Spending long, lazy days at the beach? Spending more time with your grandchildren? Going golfing or fishing a lot more?  Everyone has their own ideal retirement plan.  Want more help getting to your retirement?  … Read more

7 Reasons Why All Investors Over Age 70 1/2 Should Consider a Qualified Charitable Distribution

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 … Read more

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 this year 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 … Read more