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. 

Tax Preparation vs Tax Planning & Problems with Robo Tax Advisors

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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Beyond the Money

Tax Preparation vs Tax Planning & Problems with Robo Tax Advisors

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