3 Proven Reasons You Need a Roth IRA

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

CNBC Quotes Tom About Maximizing Your Tax Bracket

Local Raymond James Financial Advisor Thomas F. Scanlon, CFP, CPA of Manchester, CT quoted by CNBC.com on November 25, 2022. 3 lesser-known ways to trim your 2022 tax bill or boost your refund before year-end PUBLISHED FRI, NOV 25 202212:19 PM EST BY KATE DORE FOR CNBC After nearly a year of high inflation, rising… Continue Reading: CNBC Quotes Tom About Maximizing Your Tax Bracket

3 Things In Life You Only Want the Best Of

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

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1) Seat Belts – Pretty Obvious

 

 2) Parachutes – Any Questions?

 

 3) Financial Advice

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Control Your Destiny

  This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA When reviewing their investment portfolios, investors frequently focus on the wrong item—the rate of return. Where should you start? You should center your attention on the areas that are under your control. The Amount of Money Saved The amount of money… Continue Reading: Control Your Destiny

The Tale of Two Unrestricted Gifts

  This is tale of two unrestricted gifts made by donors when they passed away.   Robert Morin   Robert Morin worked as a librarian at the University of New Hampshire (“UNH”) for nearly 50 years. When he passed away he surprised the school by leaving his entire estate of $4 million to his alma… Continue Reading: The Tale of Two Unrestricted Gifts

Raymond James Financial Reports Fiscal 3rd Quarter 2015 Results

* Record quarterly net revenues of $1.32 billion, up 9 percent over last year’s June Quarter and 3 percent over the preceding quarter.   * Second highest quarterly net income of $133.2 million, or $0.91 per diluted share.   * Quarter-end records for client asset under administration of $499.8 billion and financial assets under management… Continue Reading: Raymond James Financial Reports Fiscal 3rd Quarter 2015 Results