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

March/April 2024

A Financial Checklist for Couples

Closeup portrait of adult couple sitting on floor at their apartment and planning renovation of their new apartment while resting during housework

Working together to create a healthy financial picture should be a priority for couples. Here are a few ways to get started.


Tackle your debt.
Getting debt under control can improve your finances. Eliminate credit card balances and pay off high-interest loans to have money to save toward your goals. But not all debt is bad. Debt that you take on to improve your life, such as a mortgage, education loan or business loan, is typically considered good debt.


Define your goals.
You may have short-term goals, such as saving for a car or vacation, mid-term goals like college savings, and long-term goals like retirement.


Assess insurance needs.
If you have a family or plan to, life insurance should be on your list. Consider adding health and long-term care insurance to your list as well.


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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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