by Meaglia | Jul 16, 2014 | Let's Talk Money
More that half of near-retiress say they’re concerned about having enough money to last through retirement. Forty-five percent say they’ll need to work at some point during retirement.* But this doesn’t have to be your retirement story. Following...
by Meaglia | Mar 31, 2014 | Uncategorized
The tax man is around the corner; look! Do you see him? Hide everyone, hide! Nonsense, don’t fear the “tax man”, aka the IRS. April 15th is coming soon and the 2013 tax return needs to be filed unless an extension is in place which moves the date to October 15th of...
by Meaglia | Sep 24, 2013 | Uncategorized
Are you up to speed on the emerging life settlement market? What is a life settlement? How do I get started? Follow the link below to see the 5 easy steps and don’t hesitate to reach out to Tom with any questions....
by Meaglia | Mar 26, 2013 | Uncategorized
Are you a “financial enabler”? Do you have kids that perceive you as “the bank of mom or dad”? If that could be you or sounds familiar, take notice. “Real love” isn’t tossing money at your kids to help them through financial misdeeds and bad decisions, especially if...
by Meaglia | Mar 5, 2013 | Uncategorized
Have you come to a place where you are considering selling your life insurance policy? Maybe you have already contacted your insurance company and you were shocked to find out how little they were willing to give you to “cash out”. There are other avenues...