by Tom Meaglia | Mar 1, 2013 | Uncategorized
The “tiger by the tail”? Huh? What’s that phrase got to do with my personal financial ideas and situation? A bunch actually, a whole bunch to be sure. Over my 34 years of being a financial counselor, most people I’ve found let their finances grab or control them...
by Tom Meaglia | Feb 11, 2013 | 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 2012 tax return needs to be filed unless an extension is in place which moves the date to October 15th of...
by Tom Meaglia | Jan 9, 2013 | Uncategorized
Budgeting gets a “bad rap”. Poor, poor Mr. Budget! He has the worst reputation that an intangible object or concept could ever have. Everyone hates him, but they don’t really know or understand him. If he were alive he’d say, “try me – oh please give me a shot!”...
by Tom Meaglia | Dec 12, 2012 | Finances & Marriage, Uncategorized
When preparing your finances for 2013 now is the time to create the game-plan. Goal setting and financial implementation is critical. Getting sound advice and locating your personal “money-compass” is a wise move. The “financial compass” is important so one knows if...
by Tom Meaglia | Jun 11, 2012 | Asset Allocation Model
When someone looks back on their past financial success or mistakes one thing always comes to mind, and that is: how did it happen? They think, “was it my doing, my fault, someone else’s advice or fault, or just what set things in motion to bring on a “successful...