ProActive Financial Planning
A Consumer Advocacy Organization
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In The Know is an interactive e-newsletter distributed once a month. Our format consists of short bullet points that our linked to section within the website that covers the topic in greater detail. In addition, links at the bottom on the newsletter will provide valuable savings on consumer products and services ranging from discount movie tickets to reduced commission on real estate.
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The Know Monthly eNewsletter
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Did You Know
· How you title property (Joint Tendency with rights of survivorship, Tendency in Common, Community Property with rights of survivorship, etc.) will impact your future taxes? Know the tax advantages and consequence of each option before you title your property.
· You can have separate property in a community property state? Find out how to keep your separate property separate and the benefits of doing so.
· Many advisors recommend annuities because they earn a healthy commission? Annuities can be a great investment vehicle for some, but are they right for you?
· The reality of investing in stocks? What makes you better than the professionals?
· Most people are either over or under insured? Learn how to purchase the proper amount of insurance.
· There is now a Medicare part D - Prescription Drugs. What does it mean to you and what should you do now? Find out the penalty you will pay if you don’t sign up.
This Month's Savvy Purchasing strategy:
· How to buy and sell real estate
· Sell your home and pay only 4% commission
· Purchase a new car – No Haggle Pricing (shop and compare).
· $7.00 movie tickets with no expiration date
· Discounts on Pizza
· Discounts on Gas
ProActive Financial Planning is dedicated to providing consumers with greater pricing power, purchase protection, and efficiency. If you were able to find a better offer than what we were able to provide, let us know so we can provide other members with the same great deal. Also, encourage others to join our organization to give us stronger leverage and the ability for you to put a little extra money in your pocket.
This newsletter is exclusively for the benefit of our
benefiting from our services who is not a member will be prosecuted to
the full extent of the law. You
may not copy, reproduce, or forward this newsletter without written
permission from ProActive Financial Planning.
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