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Our primary regulator, FINRA, provides numerous investor education materials. One
resource is BrokerCheck, which provides information about firms and financial advisors.

Active Money Management News

Weekly Economic Updates

Relevant articles about the current U.S. economy

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Gaylor Active Money Management is excited to introduce a new cash management system!

The First Step Cash Management System™ is an operating system for making decisions about life and money. It is a simple and effective way to manage expenditures, reduce debt, increase savings, and fund important life goals. With First Step, income flows into three "buckets", with each bucket having a specific use or purpose.

To access this helpful tool, we will give you a username and password. If you want, you have the ability to change your
password once you login.

You can find the link here: or access it under the “My Investments” tab above.

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May Active Money Management Newsletter

Check out our May newsletter filled with tax & retirement planning tips, insurance information and our upcoming events.

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Don't Think You Need Disability Income Insurance?

WHY DON’T YOU HAVE DISABILITY INCOME INSURANCE?   If you are injured or ill, it could help you keep afloat financially.

If you can’t work and pay your bills, how are you going to cope? Let’s say an injury or illness prevents you from doing your job. How do you deal with the lost income?

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Welcome to the New Active Money Management Website

Active Money Management launched its new website ( in the summer of 2016.  In addition to an expanded calendar, client photo gallery and news area, the new site help clients prepare for their Active Money Management appointment with easy to use appointment forms.  We would love to hear your feedback about our new site at  
What types of information or client events would you like to see us highlight?



HCM 401K Optimizer

You, like many others may need help choosing how to invest 401k from among the investments your employer's plan offers and allocating those choices appropriately. We give you the tools to help you make informed decisions. It's quick, and it's simple and you maintain complete control of your assets.

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