12/28/2024
Happy Birthday Gary! We look forward to celebrating with you on Monday. Enjoy your day.
Accounting and Financial Services Rebecca S. Gaylor, CFP®, CFS
Active Money Management, Inc.
11811 N. Cole Financial, Inc. Cole Advisors, Inc.
Tatum Blvd
Suite 2200
Phoenix, AZ 85028
602-494-7641
[email protected]
http://www.gammi.com
Securities offered through J.W. (JWC)
Member: FINRA/SIPC
Advisory Services Offered Through J.W. (JWCA)
Active Money Management and JWC/JWCA Are Unaffiliated entities
J.W. Cole Financial representatives do not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any
12/28/2024
Happy Birthday Gary! We look forward to celebrating with you on Monday. Enjoy your day.
07/03/2024
Our office will be closed July 4 & 5. We will be back in the office on Monday, July 8th.
Enjoy your weekend. Celebrate our Freedoms!
Happy Independence Day!
06/16/2024
Happy Father's Day to the men in our office..Gary, our Mr Fix It and Cody, celebrating his First.
We are Blessed to celebrate with you!
06/14/2024
Flag day 2024
06/12/2024
Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
06/10/2024
Renter? Think you’re covered by the owner’s insurance? Do a double check.
An Overview of Renter’s Insurance Don’t overlook the need for renter’s insurance if you rent your home.
06/07/2024
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Read more now.
Are You Prepared for an Estate Tax Sunset? The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
06/07/2024
Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.
Monthly Market Insights | June 2024 Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.
06/05/2024
Retirement may change your perception of investment risk.
Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio.
06/03/2024
Just entering retirement? Here's what you need to know.
9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you.
05/31/2024
How prepared are you for retirement?
The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are.
05/29/2024
Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.
The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance.
Rebecca S. Gaylor, CFP®, CFS
Active Money Management, Inc.
11811 N. Tatum Blvd
Suite 2200
Phoenix, AZ 85028
602-494-7641
[email protected]
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)
Active Money Management and JWC/JWCA Are Unaffiliated entities
J.W. Cole Financial representatives do not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternative method.
Opinions, conclusions and other information in this message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it.
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |