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resource is BrokerCheck, which provides information about firms and financial advisors.

Active Money Management News

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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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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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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