New Number One Fear in Retirement
A lot of talk this week out of Washington about raising the debt ceiling. Will this impact your social security benefits and stimulus payments or is i...
Beyond the Money
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About
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.
Beyond the Money Special: Navigating Real Estate in a Shaky Market
In this episode Jackie Campbell and Monica Haberlin are joined by local realtor Mike Constatine. Mike is ranked in the top 1% Globally for RE/Max Inte...
Beware of Tax Gimmicks!
There is a tax plan that in the end could negatively affect your current tax plan. Jackie and Monica discuss the damage these higher rates could have ...
Lets Talk About Your Buckets
You hear about having the right "buckets" in retirement and that you need to make sure each one has the right amount allocated, but exactly what are t...
Proper Retirement Planning Takes Time
Think about the time you spent planning for your wedding. Now think about how much time you spend planning for your retirement? Which one received mor...
Tips For Small Business Owners
In this episode, Jackie and Monica talk to small business owners about little steps to make now to save time and struggles in the future. You can also...
How To Prepare For Unknown Tax Hikes
Taxes are going up. There is no way around it however Jackie Campbell and Monica Haberlin discuss how you can prepare for upcoming tax hikes despite n...
Uncle Sam is Bringing an Invoice to Your Funeral
The Biden Administration is proposing new tax hikes to pay for trillions in new spending. One proposal is a "death tax" where your family would have t...
Using Annuities Over Bonds To Develop Income
Jackie Campbell and Monica Haberlin discuss using Annuities rather than Bonds to reduce risk and develop income. Plus, some good and bad news regardin...
It's More Than Just Having a Plan
Jackie details the importance of having a plan. It sounds simple, but there are multiple ways to design and put a strategy in place. Jackie looks at m...