Active Planning & Investment Solutions logo

2810 Fieldstream Drive North

Wilson, NC 27896

 

Phone: 252-237-4357

Fax: 252-243-2681

 

November/December 2021

Moves to Make Before Year's End

Before you close the book on 2021, give yourself a head start on 2022. A year-end review of your portfolio and insurance can help ensure your investments are in line with your goals and your risks are properly covered for the new year.

Read more

Your Year-end Business Plan

If you own a small business, reducing your 2021 tax bill and planning for a successful new year should be on your radar as the current year draws to a close.

Read more

The Big Picture

Attention business owners: As you work with your financial and tax professionals to plan for your business, consider what you need to do to stay on track with your personal finances, too.

Read more

Inflation: Retirement's Nemesis

Thinking about retirement can bring with it some mixed emotions. While you may be looking forward to leisure time, you may also have some concerns about whether you’ll have enough money to live the life you want without a steady paycheck. Creating a realistic spending plan is essential, as is planning for economic changes.

Read more

Be a Grocery Grinch

Holiday grocery shopping can destroy your food budget in the blink of an eye. Save at the supermarket with these timely tips.

Read more

Beneficiaries: Still the Ones?

Beneficiary designations name the person or persons who will receive the life insurance or retirement account proceeds upon your death.

Read more

Spend Less for a Jollier Holiday

It doesn’t take much to overspend when the holidays roll around. But, after the presents are opened and the wrapping paper disposed of, your own “gifts” could be a pile of bills and buyer’s remorse.

Read more

Holiday Tipping Guide: A Refresher

Tipping during the holidays is a nice way to show your appreciation to service providers for all they do for you during the year. Here are some general guidelines.

Read more

Don't Forget to Do This!

Reviewing whether you’ve taken full advantage of your insurance benefits this time of year is something that is important, yet many forget to do it. Take a few minutes to consider these money-wise moves.

Read more

Surprise - It's Taxable!

It’s almost that time of year when you and the IRS have to settle up what you owe — or what the government owes you. Before you prepare your tax return, consider whether you’ll need to include any of the taxable items listed below.

Read more

SUBSCRIBE

Enter your Name and Email address to get
the newsletter delivered to your inbox.

Please include name of person that directed you to my online newsletter so I can thank them personally.


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

Active Planning & Investment Solutions and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly licensed and registered. Securities offered through Avantax Investment Services, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services, Insurance services offered through an Avantax affiliated insurance agency. Not all products and services are offered by all financial professionals. Products and services listed may only be offered by properly licensed individuals.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.