Mutual Funds

“Top 10” Financial Planning Checklist

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA For this post, we will review our Financial Planning Checklist. The following is our “Top 10” list of things you should consider as part of your financial planning process. Opinions expressed in the attached article are those of the author… Continue Reading: “Top 10” Financial Planning Checklist

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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