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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 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 a house, a car… Continue Reading: Estate Planning Lessons Learned From My Mom’s Estate

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… Continue Reading: Why Defense First Wins Your Financial Planning Game

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