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

November/December 2023

Plan for a Cash-only Holiday

Christmas gift box with golden decorations and sparkles on blue bacground. Gift box tied with blue ribbon. Holiday banner.

Do you often find yourself still paying off holiday bills long after the holidays are over? Keeping spending under control can be difficult during the holidays, which is the reason using cash — not credit — is so important. Here are a few tips.


Be efficient.
Make a list of people you’re shopping for and the amount you intend to spend. Include ideas for gifts they’ve asked for or that you think they would like to help keep you focused.


Use cash or a debit card.
You won’t be able to spend more than you have on hand or in your account.


Avoid the mall.
Sales might tempt you to buy items that aren’t on your list.


Shop from home.
Your favorite stores and online vendors have websites where you can order specific items you’re looking for without the distraction of store displays.


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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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