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January 2012 – Letter From The CEO

January 8, 2012 By Leave a Comment
January 2012   Friday, January 6, 2012
Geof-Scanlon - Scanlon & Associates Employee Benefits BrokersThe Purpose of My E-Newsletter 
I hope you enjoy receiving my e-newsletter. It is intended to enhance and complement the personalized service that you already receive from me. The e-newsletter’s main objective is to ensure, regardless of busy work schedules and travel plans, that each of my clients will receive at least a minimal amount of timely advice on a regular basis. I also hope it will stimulate your thinking on issues related to your personal finances by providing you with articles on a variety of financial topics. Please feel free to call or e-mail me with any questions or comments, particularly with regard to the applicability of a given idea to your personal situation.Please be liberal in sharing this e-newsletter with your colleagues and friends. Feel free to call or e-mail me with the names and addresses of people who might enjoy receiving their own copy of this e-newsletter.
A Financial Plan: Your Financial Road Map 
A 2009 survey by the Certified Financial Planner Board of Standards found that only slightly more than one-third (36%) of Americans have a formal financial plan. A financial plan is a document that serves as a blueprint for addressing your money needs in the most efficient way possible for the rest of your life. 
[FULL ARTICLE] 
Achieving Your Resolutions 
How often have you drawn up an ambitious list of new year’s resolutions, only to find you’ve given up on them after a few weeks? Don’t let that happen to you in 2012. If you want to make strides toward achieving your financial goals, determine why your resolutions have failed in the past and find ways to overcome those obstacles. 
[FULL ARTICLE] 
Your 401(k) after Changing Jobs 
Long gone are the days when most employees worked for the same employer their entire careers. In fact, the U.S. Bureau of Labor Statistics reported recently that people born between 1957 and 1964 held an average of nearly 11 different jobs between the ages of 18 and 42. 
[FULL ARTICLE] 
Estate Planning for Singles 
If you’re single and think that estate planning is a topic only relevant to married couples, think again. Whether you’ve never been married or recently became a single person again, there are a number of estate planning steps you should consider. 
[FULL ARTICLE] 
Save as Much as You Can 
Are you contributing as much as you can to retirement plans? If you’re not funding the maximum amount possible, you could be missing out on a way to significantly increase your retirement funds. 
[FULL ARTICLE] 
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