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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



January/February 2021

Avoid a Spending Hangover

The holidays are behind you, but chances are paying the bill is not. Starting the New Year with a thoughtful spending plan can help you make progress throughout the year. Include your entire family in the process to help ensure they are on board with this goal.

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Mind The Gap

If you’re looking for a steady source of income before you start collecting Social Security, consider an annuity* to fill the gap.

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Do You Need an Umbrella?

An umbrella insurance policy is a tool to help protect your family and your assets. It adds an extra layer of protection above your other liability policies like automobile or homeowners. If you are involved in a major accident, having an umbrella policy can save you from costly legal claims and judgments.

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Getting FIRE'd?

FIRE stands for Financial Independence, Retire Early. It’s a financial movement growing in popularity as more and more people seek to eliminate debt and build savings so they can retire earlier than usual. Regardless of your target retirement date, this movement focuses on some smart financial strategies:

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Pay Off Your Debt

Paying off your debt is a liberating feeling. If your New Year’s resolution is to become debt-free, consider using one of these debt payoff strategies to achieve your goal.

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Credit Card Lures

Credit card companies attract new customers with enticing offers. If you’ve recently received an offer, beware of these pitfalls.

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Retirement Income

Planning for retirement involves estimating monthly income needs and determining which retirement funds to tap first. There are several general retirement income strategies to consider, but the key is to customize withdrawals to best fit your situation. Here are a few:

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Which Team Player Do You Need?

Do you need a CFO, a controller, an accountant or a bookkeeper to manage your business’s financial matters? Hiring the right person for the job will help save you time and money.

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Economics 101

The trillions of dollars spent by the government in 2020 to help offset the impacts of the coronavirus pandemic, has raised speculation as to how it will impact the U.S. economy in the short- and long-term. Economists often mention terms such as inflation, deflation, and hyper-inflation. We’ll explain what these terms mean.

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Relocating During Retirement

If the time has come for you to downsize, become a snowbird or you’re simply ready for a new adventure, consider the following when relocating during retirement.

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Minimum Payment Calculator

Credit card balances are expensive. Consider how much a $1,000 purchase on a credit card charging 20% interest will ultimately cost you and how long it will take to pay it off. *

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A Challenging Tax Year

Another tax year is in the books and what a year is was! Preparing to file income taxes is likely to be more challenging this year with all the changes.

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Understanding Payroll Taxes

Sole proprietors who decide to add employees need to understand payroll taxes. As an employer, you are expected to withhold and pay federal payroll taxes. And if your employees work in a state with state income tax, you’ll need to withhold those too.

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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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