Now that we've passed the tax deadline for this year, what steps can you take now to set yourself up for success in the future? Jackie Campbell offers some examples of how she helps people in many different aspects of their financial life.

Jackie and Monica discuss some of the types of tax strategies they use to help people save as much as possible on the taxation of their retirement savings.

Jackie and Monica discuss some of the people they've met with recently and how they've been able to assist people who are facing tough decisions due to layoffs or early retirement packages. They also caution against relying on "Robo advisors" that are becoming more popular.

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 prepare for inflation and how to become as tax efficient as possible on this week's Beyond the Money Podcast.

This Week, Monica Haberlin discusses the recent market volatility and what it might mean for the future. Plus, Monica describes the importance of taking advantage of historically low tax rates now before the tax code changes. 

As we move closer to Fall, there is a lot of uncertainty surrounding Washington DC and the election. Jackie and Monica discuss ways to protect your savings and develop a successful retirement plan, no matter who wins in November!

California has always had high taxes, but now they're setting their sites on residents who choose to move out of the state! Find out the details of their plan, and how you can take advantage of low tax rates now from Jackie and Monica on this week's Beyond the Money Podcast!

Many people are confused by the recent gains and records set in the stock market. We like to see our retirement accounts going up, but at the same time, we see many businesses hurting. Jackie and Monica discuss the gap between Main Street and Wall Street and what steps you can take to make the best possible decision for yourself and your family.

Jackie and Monica discuss some of the biggest threats to a successful retirement plan - taxes, healthcare expenses, and not planning for longevity. Find out what problems can occur if you don't prepare in these areas on this week's Beyond the Money Podcast.

This week, Monica describes how she helps clients become as tax efficient as possible and what getting an "Income Quote" means.