The Proactive Investor

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Professional tools, advice, and information to help you navigate your retirement

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 3570864 - 12/25

Are you one of the 67% of Americans without a will or trust? With October being National Estate Planning Month, we wante...
10/18/2022

Are you one of the 67% of Americans without a will or trust? With October being National Estate Planning Month, we wanted to share 7 things to keep in mind when it comes to estate planning:

1. Estate planning is crucial for people of any age or income status.
2. If you have young children, you need, at a minimum, a designated guardian and a trust with instructions should you encounter unexpected death or disability.
3. Without a trust in place, a judge will decide what happens with your child’s care and the distribution of your property, often following expensive legal proceedings.
4. If you don’t have children at home, an estate plan is still critical to address asset protection, wealth distribution, property management, and healthcare decisions.
5. At a minimum, an estate plan should include a will and testament, durable power of attorney, a health care power of attorney, and an advance directive.
6. An estate plan can be completed, start to finish, in just a few weeks’ time.
7. If you have an estate plan but your life circumstances have changed, (marriage, divorce, beneficiary/executor death), it's good to update your plan.

What questions do you have about estate planning? We'll answer them in the comments.

When you hear or see the word “September,” do you immediately think of football, a new school year, or the beginning of ...
09/13/2022

When you hear or see the word “September,” do you immediately think of football, a new school year, or the beginning of autumn? Us too.

But there’s another important thing about this month: Life Insurance Awareness. 👥 While it’s certainly not as fun a subject as what teams are facing off this weekend, it’s a key part of ensuring your loved ones are taken care of.

We’re here to help. Send us a message and we’ll chat. 💬

Cheers, friends! Labor Day is here, and I know I speak for everyone when I say that nothing quite compares to a three-da...
09/05/2022

Cheers, friends! Labor Day is here, and I know I speak for everyone when I say that nothing quite compares to a three-day weekend spent relaxing with family and friends.

Do you have any special plans? Whatever you have in store, we hope you go *dog wild* and celebrate accordingly!

12/16/2021

You could pay more in the future unless you take action

12/09/2021

TIME-SENSITIVE: Act now to take full advantage of these potential tax savings

12/02/2021

Some opportunities could result in permanently lowering your taxes for life

11/25/2021

Take full advantage to maximize potential tax savings

11/23/2021

Take this 6-question quiz and find out!

11/16/2021

Do you know as much about finance as you think you do?

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