Tom Meaglia, ChFC®

Chartered Financial Consultant


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



May/June 2018

Disciplined Investing

What can you do when stock prices are volatile? That depends on your goals, how much risk is appropriate and when you’ll need to begin tapping funds. For many people, asset allocation anchors a disciplined approach to help them maintain a panic-free investment strategy, while dollar cost averaging may help to ensure this level-headedness continues.

Read more

Put it in Writing

While many people understand the need for a will and a financial power of attorney, it’s easy to get confused about advance directives, living wills and healthcare proxies. Where do they differ? Do you need one or all of them? While the terminology can be confusing, the following information can give you some clarity.

Read more

Retirement Readiness Checkup

Are you saving enough for retirement? It’s easy to underestimate your retirement expenses, since you can’t know everything the future will bring. But there are ways to more accurately gauge your financial needs, especially if you’re just a few years from retirement.

Read more

Weight Your IRA Options

Choosing the type of IRA you want can be a daunting task. While both have tax advantages of one type or another, traditional and Roth IRAs are generally polar opposites. Here’s a look at both types of IRAs and what they can do for your retirement savings efforts in 2018.

Read more

All in the Family

Passing your family business to the next generation can be personally and financially challenging if you don’t prepare. A succession plan can help guide your company’s successors.

Read more

Paid Leave Options

Do you know which benefits your employees value? Employees often list health insurance and a retirement plan among their most desired benefits, but paid time off is also important in today’s pressurized work environment.

Read more

Doubling Up Coverage

Two is better than one, at least for some consumers who need life insurance. Survivorship life insurance is joint life insurance protection on the lives of two people.

Read more

Protecting Women's Financial Contribution

Women continue to comprise a bigger part of the workforce, usually while maintaining traditional roles at home. Both roles prove women create significant economic input. Because of their economic contributions at home and away, women may need life insurance.

Read more

Retirement Expectations vs. Reality

According to the financial services industry organization LIMRA, retirees were more likely to say that basic living expenses were higher than anticipated than they were to say that these expenses were lower than anticipated.

Read more

Four Retirement Saving Truths

With so much information floating around about retirement, it can be hard to separate fact from fiction. No matter where you are on your journey toward what you hope is a financially stable retirement, consider these four truths:

Read more

Prepare for Almost Anything

Even the most prepared people can’t predict when an expensive surprise will come their way or how much it will cost. You can, however, prepare financially for the unexpected by creating an emergency fund to help meet surprise expenses.

Read more

Too Good to be True

As college debt soars, so do the number of scams trying to separate you from your money. The Federal Trade Commission, several states and the District of Columbia are cracking down* on deceptive student loan debt relief scams. If you have student loans, it pays to beware.

Read more

Have Travel, Save Money

Summer is traditionally when we find time to kick back, take a vacation and enjoy the weather. This season can also take a bite out of your budget. Here are a few tips to help you not break the bank this summer.

Read more


Enter your Name and Email address to get
the newsletter delivered to your inbox every month.


Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

Investment advisory services offered through Fusion Capital Management, an SEC Registered Investment Advisor. 9111 Cypress Waters Blvd., Ste 140, Dallas, 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.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.