Letter from the CEO

November 2015
Geof-Scanlon - Scanlon & Associates Employee Benefits Brokers
The 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.
Does Your Insurance Need Adjusting?
The policies that were just right for you five years ago — or even one                        year ago — may not be just right today. Thus, you should review your                        insurance every year or after a major life event, such as marriage,                        divorce, the birth of a child, a new job, or the death of a spouse or                        dependent.
[FULL ARTICLE…Does Your Insurance Need Adjusting?]
Retirement Planning Decade by Decade
Retirement planning is a lifelong process. The earlier you start, the                        better off you’ll be in the end. Below are some of the key                        retirement-planning actions you need to be taking from your 20s through                        your 60s.
[FULL ARTICLE…Retirement Planning Decade by Decade]
5 Reasons to Start Saving More
Saving money is a bit like exercising. We all know how important both                        are, but it can be hard to actually get into the habit of doing either.                        If you’re interested in getting started with savings, or if you want to                        save more, here are five reasons to help keep you motivated.
[FULL ARTICLE…5 Reasons to Start Saving More]
Banking on Family and Friends
We all know the saying about never mixing business with pleasure. But                        the truth is that it happens all the time — in spite of the fact that                        many family loans have ruined relationships when they don’t get paid                        back in full, if at all.
[FULL ARTICLE…Banking on Family and Friends]
Segregating Risk
Your willingness to assume risk with your investments is not necessarily                        a static concept. You may be less willing to take risk with investments                        designated for an essential financial goal, while you may be more                        willing to take risk for nonessential goals.
[FULL ARTICLE…Segregating Risk]

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