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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



November/December 2020

Dealing with Unpredictability

Practically every class of investments have been volatile this year. The Coronavirus crisis followed by widespread civil unrest caused some of the biggest one-day losses in the history of the stock market. But we also witnessed some of the biggest one-day gains. Investment volatility is a fact of life. At times like this it is important to cling to these well-known basics that can help you to stay the course:

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Avoid Tax Surprises in Retirement

Too many people underestimate the effect of taxes on their retirement income. And with the national debt expanding, Congress could increase taxes in the future. But with proper planning, there may be ways to help reduce your tax exposure.

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Widowed Parents and Taxes

Life can be turned upside down in a minute. A sudden car accident could result in someone becoming a widow(er). That type of event changes everything, including your tax filing status. It is especially difficult for parents of minor children. Here’s a brief overview of what any recently-widowed parent should know.

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Bunching Deductions

As the year draws near a close, it is time to see if there are any moves you can make that will help reduce your annual income tax bill. The Tax Cuts and Jobs Act, passed in late 2017, complicated the matter of taking deductions, but there are some helpful options if you plan ahead.

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Prepare for the Unexpected

2020 has been exceptionally challenging! With a global pandemic, civil discord, flooding and storms, business owners and individuals alike have a renewed appreciation for the value of risk management. Of course, insurance plays an important role in managing risks.

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The Need for Long-term Care

Everyone values their independence, but sadly, as we get older or experience medical setbacks, we may need help with daily living tasks. According to the Department of Health, 7 out of 10 people turning 65 today will need long-term care during their lifetime and 20% of those will need care for five years or longer.*

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Safe Deposit Box Tips

Safe deposit boxes are one way to keep valuable documents and other items safe offsite.

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Retirement and the COVID Crisis

The COVID-19 pandemic has likely affected most retirement plan balances and people’s ability to save monthly. But the hardest hit were retirees or those nearing retirement.

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Does Delaying Social Security Make Sense

For many years, financial professionals have recommended that most people strive to delay taking Social Security benefits until age 70. The reason: Every year you delay starting benefits increases your eventual monthly check by 8%, in most cases.* If you get your full retirement benefits at age 66, waiting until you are 70 will increase your monthly benefit by 32%.

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Business Continuity Planning

No one knows what the next business-threating crisis is going to be. But there are steps you can take in advance to help protect your business so it can survive, and continue to support you, your employees and their families.

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Year-End Tax Tips for Business Owners

As the year draws to a close, it’s time to maximize your current year tax deductions and other tax planning opportunities. Here’s a brief checklist of moves you can make now to help reduce current or future tax exposure.

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Tax Tips for Recently Widowed

5 tax tips for the recently widowed to consider:

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Increased Charitable Giving Incentives

During the COVID-19 pandemic, Congress recognized the need to boost charitable contributions. So, they included a section in the CARES Act to encourage Americans to open their wallets to those in need.

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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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