Tom Meaglia photo

Tom Meaglia, ChFC®, AEP®,

CLU®, CRPC®, MSFS

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

 

Email: tom@meagliafinancialconsulting.com

Website: www.meagliafinancialconsulting.com

September/October 2022

FAFSA: The Sooner the Better

If your child will attend college in the fall of 2023, now is the time to get started with the process of applying for financial aid. The FAFSA—Free Application for Federal Student Aid—becomes available on October 1.


Although the federal filing deadline isn’t until June 30, filling out the application early can prevent your child from missing out on aid that’s already been awarded. Colleges and states may have their own FAFSA deadlines.


Documents to Gather Before You Start

  • Student and parent Social Security numbers

  • Alien registration number if you’re not a U.S. citizen

  • Student’s driver’s license number

  • Parent and student federal tax returns

  • Records of any untaxed income, such as child support

  • Checking/savings account balances, investments, real estate (other than your home) and business or farm assets

  • List of schools where the FAFSA should be sent


You can access the FAFSA at studentaid.gov.


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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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