Retirement Planning

3 Easy Reasons You Need a Financial Lifeboat Drill

1) It Has Been a Heck of a Run Many Average Joe’s have done well in the markets for an extended period. From the market low in 2009, the Standard & Poor’s 500 Index (S&P 500 Index) has averaged over a 14% annual return. Even if you do not use the starting point of the… Continue Reading: 3 Easy Reasons You Need a Financial Lifeboat Drill

CNBC Quotes Tom About Maximizing Your Tax Bracket

Local Raymond James Financial Advisor Thomas F. Scanlon, CFP, CPA of Manchester, CT quoted by CNBC.com on November 25, 2022. 3 lesser-known ways to trim your 2022 tax bill or boost your refund before year-end PUBLISHED FRI, NOV 25 202212:19 PM EST BY KATE DORE FOR CNBC After nearly a year of high inflation, rising… Continue Reading: CNBC Quotes Tom About Maximizing Your Tax Bracket

The Difference Between a Roth IRA and an IRA

This article on savings during retirement is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA 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 2021, investors… Continue Reading: The Difference Between a Roth IRA and an IRA

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

Check the background of this investment professional on FINRA's BrokerCheck

Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

These services are not available in all states. We may only transact business in your state if first registered, excluded or exempted from state broker dealer, investment adviser, BD agent or IA rep registration requirements. Please contact us for approval in your state. No follow up or individualized responses will be made by the firm, or its representative, in the state unless all registration requirements have been complied with by the firm and its representatives. This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Your privacy: Raymond James has policies that restrict access to nonpublic personal information about you to those employees, associates and others who have need for that information to help us run our business, manage your accounts, market or provide investment alternatives or services to you, or to employees, associates, and others who assist those who help us run our business, manage your accounts, or market or provide investment alternatives or services to you. Additionally, we maintain physical, electronic, contractual, and procedural safeguards to protect your nonpublic personal information. RJ Privacy Notice, RJ Legal Disclosures

Links to other websites: Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

“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.

391 Center Street • Manchester, CT 06040 • Phone 860-645-1515