This week Jackie Campbell and Monica Haberlin talk about new and complicated tax laws that will definitely affect you in retirement. Furthermore, business owners will feel the pinch from new tax changes and this could happen as early as 2022.  Plus, what other surprises and changes to our taxes  should we be prepared for and why $1,000,000 actually means $650,000 in retirement. 

You can schedule an appointment or meet the team by visiting www.mycampbellandco.com

This week Jackie and Monica discuss ANOTHER tax coming from the Biden Administration and while Washington Politicians claim it won't affect the average American, there is a real chance it will. Also, inflation is not bothering the Federal Reserves, but it should. Jackie details how rising inflation can affect your paycheck now and in retirement.  

This week Jackie Campbell and Monica Haberlin discuss the importance of setting up an Estate and Will. Commonly people don't dedicate much time to an Estate, but without proper planning, trying to make changes at the last minute can be a huge headache. Plus, the debate if you should get your family involved in Estate Planning or if the emotions could lead to trouble. 

This week Jackie Campbell and Monica Haberlin discuss a proposed new tax from the Biden Administration and how it will affect your retirement plan. Plus, we think that "business lunch" can be deducted, but the IRS says not so fast. We talk about the items we assume can be claimed on your taxes, but in reality, they can not. 

On Beyond the Money we often call Jackie Campbell a "Mermaid" or a "Unicorn". It's not just for laughs. This week we discuss why Jackie is one of the most decorated Financial Advisors in the country and what it took to get her there. She is not alone, the entire team at Campbell and Company is filled with experts in the field of planning, coaching and managing including Monica Haberlin. They don't like to acknowledge their success, but it's something that can't be ignored. 

This week Monica and Corey define what an Annuity is and how it can and should work for you. Plus, inflation will affect all of us, but you have time to get started on a plan to make your current paycheck work for you to combat increased inflation rates. Finally, Corey Ward is the newest member of Campbell and Company and describes his biggest surprise and what he likes about the team. 

This week Jackie and Monica dive deep into taxes. How is tax preparation different from tax planning? Plus, Robo Advisors sound convenient, but they miss out on the most important detail of financial planning. 

Coming off Valentines weekend, Jackie and Monica talk about couples who can't get on the same page when it comes to retirement savings and if keeping "play money" to the side is questionable. Plus, they talk to the 20 year old versions of themselves and offer advice on what to do better financially. 

This week Jackie and Monica discuss the assumptions we make about retirement and how it can slow us down. Plus, President Biden may replace the tax deductions we get for 401K contributions with a tax credit. What does this mean for retirement savers and is it a good thing?

This week Jackie and Monica tackle the rumors of higher inflation in 2021, plus why you need to get started on your 2021 RMD's and what is a "Super Roth" and is it worth a second look?