Tom Meaglia, ChFC®

Chartered Financial Consultant

AEP®, CLU®, MSFS

Investment Advisor Representative

CA Insurance Lic. #0567507


Meaglia Financial Consulting

2105 Foothill Blvd., #B140, La Verne, CA 91750


Toll Free: 800-386-3700

Bus: 909-593-6105

Cell: 818-681-8600

Fax: 909-593-6120


Email: meaglia@earthlink.net

Website: www.meagliafinancialconsulting.com

November/December 2018

Year-End Investing Moves

As the New Year approaches, consider reviewing your investments to ensure your investment strategy continues to reflect your personal and financial goals. Here are six things to consider as you examine your investment strategy.

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Save Big After the Holidays

If you want to score big on bargain-priced goodies, one of the best times to buy is right after the holidays. Here’s how to rack up big money-savings as you start on next year’s holiday shopping.

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Cut Your Holiday Travel Costs

Americans usually travel during the holidays, which can cost more than a few dollars even with thoughtful planning. Here’s how to save money on the ground and in the air.

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Big Hearts: Giving to Charity

Americans gave an estimated $390.05 billion to U.S. charities in 2016, according to Giving USA 2017: The Annual Report on Philanthropy for the Year 2016 (from the Giving USA Foundation, the Giving Institute and the Indiana University Lilly Family School of Philanthropy). The total includes charitable contributions made by individuals, estates, foundations and corporations.

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How We Give

In 2016, Americans continued to give billions of dollars in charitable contributions to their favorite causes and organizations. *Here’s the breakdown of who gave what:

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Giving Life Insurance

In this season of giving, some people want to give more to a favorite charity or organization, but don’t have the funds to do so. Giving the gift of life insurance is a cost-efficient way to increase your charitable giving:

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Evaluating Your 401(k) Investments

While 401(k) plan sponsors take care to offer a choice of appropriate mutual funds,* a little extra research can help you pick the funds that are right for you. When researching multiple funds of the same type, you’ll want to compare different aspects of them before making your choice. Here are some features you may want to compare:

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Life Insurance and Executive Bonuses

When you want to reward executives with a bonus but don’t have the cash flow to do it, executive bonus arrangements funded by life insurance may be an efficient option. Also known as Internal Revenue Code (IRC) Section 162 plans, executive bonus arrangements are typically additional compensation – or bonuses – given to executives and other key employees.

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Year-End Tips for Business Owners

If you own a business, the end of any year is a goodtime to review your practices and examine ways to become more efficient and profitable. Check out these considerations:

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Ready, Set, Spend

After a lifetime of saving, you’re ready to retire. Now it’s time to do something some retirees find hard to do: Shift from a saving to a spending mindset.

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Target Date Funds

Target date mutual funds, also known as lifecycle funds, make investing easier. They’re also popular. According to the Investment Company Institute, target date fund assets grew to $1.1 trillion by the end of 2017, impressive for a mutual fund* type that was barely known two decades ago. Here’s a look at these funds’ pros and cons.

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The Search for Life

If you’re in the market for life insurance, comparing policies can almost seem impossible. After all there are so many different types of life insurance policies, and countless features even when comparing similar types of insurance. While a financial professional can give you more information, there are some ways you can narrow your choices down.

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Four Documents Most People Need

When it comes to creating a long-term financial and personal strategy, four documents may play a key role in your life. A will, powers of financial and healthcare attorney and an advance directive can help organize your life and your estate.

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Investment advisory services offered through Fusion Capital Management, an SEC Registered Investment Advisor. 870 S. Denton Tap Road, Suite 250 Coppell, TX 75019
Meaglia Financial Consulting and LTM Client Marketing, Inc. are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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