Because of the pandemic more employers are offering early retirement or a buyout. Jackie Campbell and Monica Haberlin discuss the one element you need to look at before signing anything. Plus, a class in RMD 101. What is it? When should you take it and why is it changing?

For more information or to schedule a consultation with Campbell and Company visit www.mycampbellandco.com

This week Jackie Campbell and Monica Haberlin discuss some of the biggest regrets they hear from people who are already in retirement. Why not having a plan, not having an advisor and taxes top the list of something retirees wish they would have handled more approaching the retirement red zone. 

For more information or to schedule a consultation with Campbell and Company, visit www.mycampbellandco.com 

Monica Haberlin and Corey Ward discuss inflation and how it's not just affecting your daily buying power, but it could also cost you up to $300,000 in retirement expenses. Plus, what's the one retirement cost we overlook that is simple, but costly. 

For more information or to schedule an appointment with Campbell and Company, visit www.mycampbellandco.com 

What is the FIRST move you should make when you receive an inheritance? Hint: it's not a lavish trip to Vegas or a new beach house. Monica Haberlin and Corey Ward discuss what to do with "windfall" money and define the difference between Legacy vs. Estate Planning. 

For more information or to schedule a consultation with Campbell and Company, visit www.mycampbellandco.com 

This week Jackie Campbell and Monica Haberlin discuss the importance of having both husband and wife involved in financial planning. You think you are on the same page but once you get into details you realize that there are plenty of differences. Call it lazy or call it trust, most couples don't have a plan. And yes, in most circumstances there is a "spender" and a "saver" in a relationship. 

For more information on Campbell and Company or to schedule a consultation www.mycampbellandco.com 

We often mention that Jackie Campbell is a unicorn and a mermaid. This is not a joke we use to make each other laugh, it's because she is one of less than 8,000 Financial Advisors in the Country that has her credentials. This week Jackie discusses why a mathematical approach to financial planning needs to be non emotional. 

For more information or to schedule an appointment with Campbell and Company, visit www.mycampbellandco.com 

Jackie Campbell stresses the importance of understanding your 401k and when to increase your monthly income percentage. Plus, regardless of your income the proposed Capital Gains tax will have an affect on your purchasing power. 

For more information or to schedule an appointment with Campbell and Company visit www.mycampbellandco.com  

Jackie Campbell and Monica Haberlin discuss the new tax proposed by the Biden Administration that hopes to cover college debt, but who is paying for it and how? The simple answer, you are through daily goods and services purchased. Plus, how can you receive a paycheck in retirement without having a job?

For more information about Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

There is a reason Jackie Campbell is one of the most decorated Financial Advisors in not just Florida or the South East, but in the entire Country. We explain why Jackie has credentials that surpass most others in her field. Plus, what happens when you walk into Campbell and Company? What does that first appointment look like and what should your expectations be when sitting down with an advisor. 

For more information or to schedule an appointment, visit www.mycampbellandco.com 

Jackie Campbell and Monica Haberlin detail the 5 Steps to a Solid Financial Plan: 

1) Income Plan

2) Smart Tax Plan

3) Solid Wealth Plan

4) Financial Planning Meets Legacy Planning

5) Long term Healthcare Plan

Plus why a DIY Retirement Plan is harder than it looks and what to expect in your first visit with Jackie. 

For more information or to schedule a consultation, visit www.mycampbellandco.com