Make Your Checks Payable to the Smith Family Education Fund…

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This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Really? It’s difficult enough when someone passes away.  It’s even more difficult when someone passes away with minor children.  It’s unbelievable when someone with minor children passes away and has not appropriately planned for the funding of their education.   It’s … Read more

Why Defense First Wins Your Financial Planning Game

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This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA “Offense sells tickets. Defense wins championships.” Paul “Bear” Bryant – Former Head Football Coach University of Alabama and six-time National Champions. Defense wins championships. It appears the “Bear” knew what he was talking about with six National Championships. It’s 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