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What's New at Active Money Management 
May is Disability Insurance Awareness Month

Do you really want to live without this coverage? If you forgo it, you may pay a high price.

This type of insurance is very affordable, and although some employers offer some form of disability coverage- it may not be enough or apply depending on the situation.

To read more - just click here.

And be sure to call us or email insuranceteam@gammi.com to get more information and a free quote as well as a policy review.
The Rough Consequences of Not Saving for Retirement

See Matt Gaylor & Family in Annie - the Musical

Whether you're young or young at heart- this musical is sure to entertain!   

July 21 (7pm) & 22 (2 & 7pm)

July 25-28 (7pm) & 29 (2 & 7pm)

Apollo High School
8045 N. 47th Ave.
Glendale, AZ 85302

For more information click  here.
2017 Tax Planning

We're through tax season and almost halfway throught the year.
Just a reminder to:
Do your tax credits earlier in the year. Click here for the 2016 information & list. We will send out the current information when it is available later this year.  AZ Tax Credits and be sure to fund your IRA or retirement accounts throughout the year.
Have there been any changes in your life so far this year? New babies, job change, retirement, started collecting social security, bought or sold a home?

If so, then it's time for you to schedule your mid-year financial and tax checkups. We encourage you to call our office now and schedule an appointment.
Life Insurance Before Age 40

Millenials have good reasons to obtain coverage now.    

Many believe that they don't need life insurance, but it's important to remember that life insurance isn't for you- it's for the loved ones/family members left behind.

If you have a spouse and or children- it's even more important to ensure that they are provided for after your death.

For more information click  here.
Congratulations, Graduates!
graduation
It's that time of year when many students are donning their caps and gowns and familes are celebrating their achievements.  

We'd like to know if you have a graduate-whether it be a child graduating from kindergarten, middle school, high school or college. 
 We want to celebrate with you!  

Please call the office & let us know.
May 2017
In This Issue
Disability Awareness Month
Retirement Planning
Annie!
Tax Planning
Life Insurance
Calling All Graduates
UPCOMING EVENTS
      

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Some exciting new 
seminars  are being planned for the next few months. 

May 23rd a guest speaker will discuss ways to help save money and navigate the road of financial aid for your children & grandchildren

and

June 5th a guest speaker will discuss how to protect yourself and your business from becoming a victim of fraud, embezzlement and scams

Watch for our registration emails or please call our office for more information.

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The office will be closed for the Memorial Day holiday Fri. May 26th- Mon. May 29th.  We wish you a safe and relaxing weekend.



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Rebecca S. Gaylor, CFP®, CFS
Active Money Management, Inc.
11811 N. Tatum Blvd
Suite 3055
Phoenix, AZ 85028
602-494-7641
planning.team@jwcemail.com
http://www.gammi.com

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Active Money Management, Gaylor Tax Services, LLC and JWC/JWCA are unaffiliated entities. 

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