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

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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:

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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.

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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.

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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.

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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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