Tom Meaglia photo

Tom Meaglia, ChFC®, AEP®, CLU®, MSFS

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

 

Email: tom@meagliafinancialconsulting.com

Website: www.meagliafinancialconsulting.com

January/February 2020

Smart Money Moves for the New Year

Smart Money Moves for the New Year

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 are offered through Fusion Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.
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