Jackie and Monica discuss how they help their clients develop income plans and what things need to be considered if you're offered a pension buyout.

Beyond the Money

Pensions and Income

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.

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Beyond the Money