Beyond the Money Podcast
This week Jackie and new member of the Campbell & Co. family Corey Ward talk about how "do it yourself taxes" sound simple, but they may not meet your needs. Plus, Congress wants to add a tax increase to your ...
By Jackie Campbell
Jackie Campbell is a Certified Financial Planner, Tax 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 small business owners and Campbell and Company managing partner. Together, they talk about solutions to help you retire successfully.
How the election will affect your savings and taxes most likely rising
Jackie Campbell talks to Mike Fowler, Vice President of Intelligence Services at GroupSense and an information security specialist. She also discusses how most Americans fear that the 2020 Election will hurt their finances, no matter who wins. Plus, your taxes ...
Don't Forget About Taxes and Inflation!
Jackie and Monica discuss the recent activity in the market. People are excited that their 401(k) balances are back up, but Jackie and Monica caution against forgetting about two very important factors - taxes and inflation! They discuss ways to ...
Mid-year portfolio review and Risk allocation
We're halfway through 2020! Jackie and Monica discuss what types of things they cover with their clients during mid-year portfolio reviews. They also share how they help others understand their risk level and their allocation using a tool called Riskalize. ...
Update on employer payroll credits and loan forgiveness guidelines
If you own a business and whether or not you received a PPP loan, you need to hear the latest on employer payroll credits and loan forgiveness guidelines. PPP Forgiveness guidelines set Employer payroll tax credits for those who did ...