Now that we've passed the tax deadline for this year, what steps can you take now to set yourself up for success in the future? Jackie Campbell offers some examples of how she helps people in many different aspects of their financial life.

Beyond the Money

Moving past the tax deadline

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s with over 25 years of helping build successful retirements. Monica Haberlin is a tax planning strategist for individuals and business owners and Campbell and Company managing partner. Together, they talk about solutions to help you retire successfully.

About

Beyond the Money