Mutual Funds

3 Simple Reasons You Need to Fund a Donor Advised Fund in 2025

3 Simple Reasons You Need to Fund a Donor Advised Fund (DAF) in 2025 A Donor Advised Fund (DAF) is a tool that allows you to contribute to a fund and get an income tax deduction in that year. Speaking of tax deductions, it reminds me that, “I Love Paying Income Tax.” Said No One… Continue Reading: 3 Simple Reasons You Need to Fund a Donor Advised Fund in 2025

4 Easy Steps to Retirement

This retirement article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA. Ah, retirement, it appears to be on a lot of folks minds.  No wonder.  There are 10,000 people A DAY turning 65 in the U.S. Repeat, A DAY. 1) That’s a ton of people finally putting out and heading… Continue Reading: 4 Easy Steps to Retirement

Capital Gain Distributions and Tax Loss Harvesting

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Year to Date Returns Its late fall here in Connecticut.  Soon we will celebrate Thanksgiving.  Investors certainly have a lot to be grateful for this year. The markets (so far) have been kind to investors in 2019.  Through November 12,… Continue Reading: Capital Gain Distributions and Tax Loss Harvesting

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