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

Tax Efficiency and Getting an Income Quote

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.

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Breaking Up With Uncle Sam in Retirement

Retirement planning vs financial planning.

Milestone Birthday vs Milestone Savings

Why adults over 50 get ignored in retirement.

Why Retirees Over 50 Get Ignored

Dr Codi Gharagouzloo Discusses the Latest in Diagnostic Solutions

Can a 401(k) Successfully Replace a Pension?

Beyond the Money

Tax Efficiency and Getting an Income Quote

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