Letter from the CEO


August 2015

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.
                                                                         
Tax Planning Through Your Life
Tax planning is perhaps one of the most misunderstood aspects of financial planning. Most people only think seriously about taxes when they file their annual state and federal tax returns. While there are things you can do to reduce your taxes when filing, by that point, it’s really too late to do any serious tax planning.
[FULL ARTICLE…Tax Planning Through Your Life]
Why Tax Planning Matters
Tax planning is an                        essential and yet often overlooked aspect of financial planning. By                        engaging in tax planning throughout your life, you can have more control                        over your financial future. Here’s why.
[FULL ARTICLE…Why Tax Planning Matters]
10 Ways to Boost Savings
By embracing some simple lifestyle changes or taking full advantage of savings incentives, you can easily boost the amount of cash you save. Here are some ideas to get you started.
[FULL ARTICLE…10 Ways to Boost Savings]
Financial Aid Tips for High-Income Families
When it comes time to fill out those lengthy forms for college financial aid, higher-income families may be tempted to skip the arduous process entirely. While it’s true that getting financial help for college is more difficult for those in the top income tax brackets, you shouldn’t write off the process entirely.
[FULL ARTICLE…Financial Aid Tips for High-Income Families]
Tax-Efficient Investing Strategies
WUsing strategies that defer the payment of taxes for as long as possible can make a substantial difference in your portfolio’s ultimate size. Consider the following tax-efficient strategies…
[FULL ARTICLE…Tax-Efficient Investing Strategies]

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