Life Insurance

Make Your Checks Payable to the Smith Family Education Fund…

word "Obituary"

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… Continue Reading: Make Your Checks Payable to the Smith Family Education Fund…

Why Defense First Wins Your Financial Planning Game

photo of women punching

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

You Only Get a Mulligan in Golf

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA In golf the low scores wins. The player with the least strokes per round is the winner. If you hit a bad shot into the woods or the water hazards (ponds) you can get what is called a Mulligan. You… Continue Reading: You Only Get a Mulligan in Golf

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

Continue Reading: 3 Things In Life You Only Want the Best Of

True Confessions

 

Hand on Book

Sorry for the dramatic headline.  Most of you that know me are aware that I’m pretty conservative and not one for grandstanding.  Don’t worry—I’m definitely not qualified to write for the National Enquirer, and no, I won’t be discussing the Kardashians.

Continue Reading: True Confessions

You’re Gonna Need a Bigger Boat

This is one of the all-time classic lines in the movies. Captain Quint, Police Chief Brody and Hooper are out looking for the Great White Shark in the move Jaws. After the Great White attacks the Orca, Brody turns to Quint and says, “You’re gonna need a bigger boat.” What does this have to do… Continue Reading: You’re Gonna Need a Bigger Boat

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

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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

3 Proven Reasons You Need a Financial Advisor

1) You Don’t Have the Expertise Today, we live in a complicated world. Things are very complicated in financial planning. “You don’t know what you don’t know” is an appropriate quote. And so it is with financial planning. It doesn’t take much these days to have a complicated financial picture.  Sure, the more assets you… Continue Reading: 3 Proven Reasons You Need a Financial Advisor

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“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Any opinions are those of Thomas F. Scanlon and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation.