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 retirement Jackie offers help so you can protect your retirement accounts.  

Jackie Campbell and Monica Haberlin discuss what to expect from the Biden Administration regarding your taxes, plus should you or your Financial Professional do a majority of talking at your first meeting. 

Jackie and Monica discuss new tax laws for 2021 and how to make sure you have enough retirement buckets.

Today Jackie is joined by Lisa Gunther a Licensed Mental Health Counselor and a Christian Mental Mental Health Counselor. They talk about how to navigate the stress of COVID combined with Holiday stress and the best ways to deal with it. 

Jackie Campbell and Monica Haberlin discuss what you need to know about your year end checklist and how having too much "ketchup" is a bad thing. 

Over the next few decades, Baby Boomers stand to inherit $9 Trillion. Jackie Campbell and Monica Haberlin explain how to use tax planning to make sure you keep more money in your family estate.

The number of 401(k) and IRA millionaires has reached a record high, but what should the savers who own those accounts be watching out for? Jackie Campbell and Monica Haberlin explain how to avoid tax mistakes with retirement accounts.

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 will most likely be going up in 2021, so what can you do to protect your investments? 

Jackie and Monica discuss how Americans are feeling about the future of the market and some new legislation that could have a big impact on your retirement savings.

Jackie and Monica describe what it's like to have an initial appointment at Campbell and Co Wealth Advisors and CPAs. They also talk about all the different things to consider when making a decision about relocating to a new state in retirement.