Life Insurance | Thomas F. Scanlon, CFP®, CPA

You Only Get a Mulligan in Golf

June 14, 2021October 1, 2020

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 … Read more

3 Things In Life You Only Want the Best Of

January 15, 2021January 24, 2020

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

1) Seat Belts – Pretty Obvious

2) Parachutes – Any Questions?

3) Financial Advice

Make Your Checks Payable to the Smith Family Education Fund…

December 30, 2019November 13, 2019

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

December 30, 2019October 29, 2019

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

5 Easy Steps to Retirement

April 14, 2016

1) Plan For Your Retirement Sorry for having to state the obvious. You’re not going to get to retire if you don’t plan. This is the price of admission. After all, it is your retirement we are talking about here. This plan can be as simple or elaborate as you like. I prefer … Read more

True Confessions

October 30, 2019September 14, 2015

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.

You’re Gonna Need a Bigger Boat

October 25, 2018July 29, 2015

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 … Read more

7 Habits of Highly Effective People That Want to Retire

January 15, 2021November 16, 2014

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

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.

3 Proven Reasons You Need a Financial Advisor

February 3, 2014

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 … Read more