Tom Meaglia photo

Tom Meaglia, ChFC®, AEP®,


Chartered Financial Consultant

Investment Advisor Representative

Chartered Retirement Planning Counselor

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




July/August 2021

Navigating the Financial Aid Maze

Wasn’t it just yesterday that your child was starting kindergarten? And now you’re preparing to pay college tuition. Take a deep breath and review some basic information about financial aid.

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Balancing Act

Online banking and mobile banking apps may have made it easier to keep track of your checking account balance, but it’s still important to make sure your records match your bank statement.

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Spotting a Scam

In 2019, there were 27,000 reported fake-check scams, resulting in losses of more than $28 million. Recognizing the telltale signs of a scam may prevent you from becoming a victim.

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Disability Insurance - Who Needs It?

Disability insurance generally provides an income benefit if you can’t work because of an illness or injury. You may think this won’t happen to you, but, according to the Council for Disability Awareness, one in four 20-year-olds will become disabled before they retire. Back injuries, cancer, heart disease, and other illnesses are responsible for the majority of long-term absences.

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Changing Priorities

You might have originally purchased a life insurance policy* to protect your young family from the loss of your income in the event of your death. But what if you no longer need that protection? Life insurance is versatile and can play a variety of roles in a financial plan. Consider how such flexibility could benefit you and your loved ones.

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Don't Be a Victim

Counterfeit check scams typically fall into these basic categories:

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Stick to Your True North

When your life is a little hectic, it may be tempting to disregard everything you know about smart investing. But abandoning a well considered investment strategy in reaction to current events may undermine your plans for your financial future. Review these tried-and-true investing tips before you make a move.

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Women: Know Your Finances

It’s a fact: Statistically, women live longer than men.* Also, women are often less confident than men about making financial and investing decisions. As a woman, taking a proactive role in planning your financial future may help you achieve a comfortable retirement lifestyle.

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Trending Now: Roth IRA Rollovers

Tax-free withdrawals* and no required minimum distributions (RMDs) at any age are two characteristics that make Roth individual retirement accounts (IRAs) popular with investors. Current relatively favorable tax rates have made rollovers from traditional IRAs an option to consider. But, as with any investment, it’s important not to rush into a rollover without first considering the possible effects of such a move.

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Income for a Comfortable Retirement

A comfortable retirement isn’t just your favorite chair close to the fire and your slippers near by. A comfortable retirement means you have sufficient funds to pay your living expenses and still do the things you’ve dreamed of doing. Financial security and independence are key when it comes to a happy retirement. That’s why having a plan for generating income can help you work toward achieving your goal.

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Move Your Business Forward

Unprecedented events of the past year or so have been tough on businesses. Thriving in a hostile economic climate and coming out ahead on the other side involves assessing your business's strengths and looking for ways to build on them.

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The Importance of Managing Cash Flow

Successful cash management is the first step in having sufficient funds to meet your business's financial obligations. Cash planning allows you to add inventory, expand to new locations and take additional steps to grow your business. It requires the attention and expertise of everyone on your management team.

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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.
Meaglia Financial Consulting and LTM Marketing Specialists LLC 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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