The Difference Between Tax-Free and Taxable Investments

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Investors need to know the difference between tax-free and taxable investments. Tax-Free Investments One way to have tax-free investments is to own state or municipal bonds. The interest paid on these bonds is not taxable income on your federal income … Read more

Capital Gain Distributions and Tax Loss Harvesting

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Year to Date Returns Its late fall here in Connecticut.  Soon we will celebrate Thanksgiving.  Investors certainly have a lot to be grateful for this year. The markets (so far) have been kind to investors in 2019.  Through November 12, … Read more

4 Things Every Investor Can Control

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 … 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