Retirement Plan

4 Things Every Investor Can Control

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Investors can easily get distracted these days.  Hop in the car on the way to work, turn on the radio and get updates on the stock market futures. Check your online portfolio at work during your lunch break.  Perhaps you … Read more

5 Easy Steps to Get a Paycheck in Retirement

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA   Playing more golf, going to the beach or spending more time with your grandchildren is how some visualize their retirement.  During your working career you went to work every day to get your paycheck.  Assuming you are fully retired … Read more

Control Your Destiny

  This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA When reviewing their investment portfolios, investors frequently focus on the wrong item—the rate of return. Where should you start? You should center your attention on the areas that are under your control. The Amount of Money Saved The amount of money … Read more

The New Normal

The New Normal was a term to describe the financial conditions after The Great Recession of 2008-2009 by Mohamed El-Erian, currently the chief economic advisor at Allianz. The concept of the New Normal is that the economy would remain sluggish and take many years to recover. The Old Normal   The Old Normal for many … Read more

The Difference Between a Roth IRA and an IRA

  The Roth IRA and an IRA both offer different tax advantaged ways to save for retirement. If you are serious about your retirement plan take these 5 Easy Steps to Retirement. Roth IRA   In 2019, investors are allowed to fund a Roth IRA up to $6,000 per year. Additionally investors age 50 and … Read more

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 … Read more

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 … Read more

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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.