Financial Planning

6 Easy Ways a Financial Advisor Can Add Value

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

1) Risk Management

I know risk management is just another term for insurance. No one wants to read about insurance, much less buy more of it. Insurance however is just a way to share the risk. There are many risks we face and not all of them can be insured against. A good financial advisor will be able to articulate the risks and offer the ways to manage these risks.

2) Cash Flow

Face it, money is tight. The economy is not exactly roaring. One way a financial adviser can add value is to get a handle on your expenses. It won’t be their job to tell you what your budget is. That’s your job. A good advisor however will be able to tell you what the consequences of going off the reservation too far are. Day to day living expenses, saving for retirement and education and oh, paying for a little vacation all add up.

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May The Odds Be Ever In Your Favor

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA The Hunger Games was a bestselling novel that was subsequently made into a movie.  Both were awesome.  The setting is one where the Capital is abundant in riches.  The outlying 12 Districts are all living in poverty.  Every year there… Continue Reading: May The Odds Be Ever In Your Favor

“Top 10” Financial Planning Checklist

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

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 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

Diet and Exercise

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA That’s what my doctor tells me after my annual physical exam – every single time.  When I press her on this, she gives me a deeper insight like “portion control.”  Wow…really? Who knew? It sounds so simple, but is this… Continue Reading: Diet and Exercise

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