Jackie Campbell explains why you should be thinking about your EOY checklist now and not at the end of the year. Plus, the importance of creating a "when" file and why DIY should be eliminated from your retiremebt plan.  For more information on Campbell and Company or to schedule a consultation, visit <a href="https://www.mycampbellandco.com">www.mycampbellandco.com</a> or call 727-334-0024See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Jackie Campbell explains why you should be thinking about your EOY checklist now and not at the end of the year. Plus, the importance of creating a "when" file and why DIY should be eliminated from your retiremebt plan. For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com or call 727-334-0024 See omnystudio.com/listener for privacy information.

Jackie Campbell explains why you should be thinking about your EOY checklist now and not at the end of the year. Plus, the importance of creating a "when" file and why DIY should be eliminated from your retiremebt plan.&nbsp; For more information on Campbell and Company or to schedule a consultation, visit <a href="https://www.mycampbellandco.com" rel="noopener noreferrer">www.mycampbellandco.com</a> or call 727-334-0024See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Updating Your End of Year Checklist Early

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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Updating Your End of Year Checklist Early

Updating Your End of Year Checklist Early