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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

January/February 2020

Smart Money Moves for the New Year

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Go through your budget with a fine-toothed comb to find dollars you needn’t spend, and then put them toward your most important goals.


If you don’t already maintain one, create an emergency fund for life’s unexpected financial shocks.


Pay estimated taxes on untaxed gig income, realized investment gains and other income to save on penalties and interest.


Keep your vehicle after you make the last payment and put the extra money toward retirement, a child’s college education or other long-term goals.


Increase your retirement plan contributions — your retired self will appreciate it.


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Investment advisory services offered through Fusion Capital Management, an SEC Registered Investment Advisor. 9111 Cypress Waters Blvd., Ste 140, Dallas, TX 75019.
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