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Jackie details what's on the mind of the community regarding taxes, income and savings, plus the difference between retirement planning vs financial planning. Also, should you have a milestone age or a milestone savings account in mind for your set retirement date?

For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com

Jackie details what's on the mind of the community regarding taxes, income and savings, plus the difference between retirement planning vs financial planning. Also, should you have a milestone age or a milestone savings account in mind for your set retirement date?
For more information or to schedule a consultation, call 727-334-0024 or visit <a href="http://www.mycampbellandco.com">www.mycampbellandco.com</a>

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.

Beyond the Money

Retirement planning vs financial planning.

Milestone Birthday vs Milestone Savings

Jackie Campbell discusses the importance of providing a financial advisor with a complete picture of one's portfolio. She emphasizes the need for open and honest communication to ensure that clients receive comprehensive and effective advice. Jackie also highlights the significance of tax planning and reducing taxes legally. She discusses the potential impact of proposed tax reforms on individuals, including the elimination of stepped-up basis and the implications for estate planning. Jackie emphasizes the importance of proactive planning to minimize taxes and ensure that assets are passed on cost-effectively to beneficiaries.

Jackie Campbell discusses the importance of providing a financial advisor with a complete picture of one's portfolio. She emphasizes the need for open and honest communication to ensure that clients receive comprehensive and effective advice. Jackie also highlights the significance of tax planning and reducing taxes legally. She discusses the potential impact of proposed tax reforms on individuals, including the elimination of stepped-up basis and the implications for estate planning. Jackie emphasizes the importance of proactive planning to minimize taxes and ensure that assets are passed on cost-effectively to beneficiaries.

Maximizing Returns Through Tax Planning

Jackie Campbell details how varied your retirement income can be and how most adults can't correctly comprehend their needs. Plus, how to navigate finances when the headlines are heavy. 

For more information visit www.mycampbellandco.com

Jackie Campbell details how varied your retirement income can be and how most adults can't correctly comprehend their needs. Plus, how to navigate finances when the headlines are heavy. 
For more information visit www.mycampbellandco.com

Underestimating Your Income Needs in Retirement

Jackie details the 5 steps to a solid financial plan which includes the importance of building, protecting and growing your income in retirement. Plus, why some shun the power of an annuity. 

For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com

Jackie details the 5 steps to a solid financial plan which includes the importance of building, protecting and growing your income in retirement. Plus, why some shun the power of an annuity. 
For more information or to schedule a consultation, call 727-334-0024 or visit <a href="http://www.mycampbellandco.com">www.mycampbellandco.com</a>

Growing and protecting your income in retirement.

Milestone Birthday vs Milestone Savings

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Beyond the Money

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