Michael Milazzo photo

Michael A. Milazzo, CLU, ChFC

Registered Principal LPL

 

The Meridian Financial Company

3350 Club Villas Dr SE, Unit #1303

Southport, NC 28461

 

Phone:  631-979-4223

Fax:      910-854-0002

 

Email: mikemilazzo.meridian@lpl.com

 

November/December 2025

Manage Your Debt Portfolio

Manage Your Debt Portfolio

Like most people, you probably have a debt portfolio in addition to your investment portfolio. To make the most of your finances, you need to evaluate your debts regularly, just as you evaluate your investment performance.


Navigating debt can be complex. Talking with your trusted advisor about tailoring your strategy based on your financial situation can provide valuable insights.


  1. Categorize debts into good and bad debt and assess how they align with your financial goals.

  2. Focus on paying off high-interest, bad debts first.

  3. Leverage good debt. Ensure your investments have a clear return pathway and weigh the risks associated with borrowing.

  4. Seek professional guidance.

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