Year End Tax Planning Strategies and Emergency Funds

Jackie Campbell says you need to have a strategy for taxes all year, not just in April. Fall and Winter could be the most important time to get a plan together. In this episode Jackie and Monica discuss the importance of end of year planning and the difference it can make. Plus, we have emergency funds while we work, but what about when we retire? Should that go into a specific bucket or do you need another plan just in case.  For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com