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

Tom Was Quoted in CNBC.com on Charitable Donations

Tom was recently quoated in CNBC.com on chartibable donations.   To read the complete article http://www.cnbc.com/id/102722557           Opinions expressed in the attached article are those of the author and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. The… Continue Reading: Tom Was Quoted in CNBC.com on Charitable Donations

7 Habits of Highly Effective People That Want to Retire

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA

age-old wooden trunk with treasures

1) Start Early

 

Do you want to increase your chances of retiring at a reasonable age? Start early. As The Rolling Stones said, “Time Is On My Side.” Well said.  Don’t kick yourself for not starting earlier. You can’t turn the clock back. Just begin where you are now.

 

2) Live Beneath Your Means

 

This goes without saying. Which is why it needs to be said. To get to your retirement, you’re going to need to have some assets and income.  Don’t fall into the trap of trying to keep up with the Joneses. Live beneath your means and get to the retirement finish line long before the Joneses.Continue Reading: 7 Habits of Highly Effective People That Want to Retire