Michael Milazzo photo

Michael A. Milazzo, CLU, ChFC

Registered Principal

 

The Meridian Financial Company

3350 Club Villas Dr SE, Unit #1303

Southport, NC 28461

 

Phone:  631-979-4223

Fax:      910-854-0002

 

Email: meridian@ae.cadaretgrant.com

Website: www.merfinco.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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Securities and Advisory Services offered through Cadaret, Grant & Co, Inc, a Registered Investment Advisor and Member FINRA/SIPC. The Meridian Financial Company and Cadaret, Grant & Co., Inc. are separate entities. I am registered to sell Securities in the following States: NY, NJ, PA, NC, FL, ID.
The Meridian Financial Company 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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