Maximizing Returns Through Tax Planning

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 …

Underestimating Your Income Needs in Retirement

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

Producing Income. Protecting Income. Growing Income.

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

It's ok to be Uninformed

Jackie Campbell details the reason why so many adults are proudly uninformed on their tax strategy, but also why it's perfectly fine. Plus, the power of a second opinion from the team at Campbell and Company.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycamp…

Do You Have a "Tax in Advance" Retirement Strategy?

Tax day may be behind us, but your tax strategy should be evolving year round. Jackie details the importance of a "tax in advance" strategy and how it could benefit your portfolio.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com

Breaking Up With Uncle Sam in Retirement

A lot of adults may be feeling burned by Uncle Sam after filing taxes. Maybe you didn't get back what you expected, maybe you got too much or maybe you had to write a huge check. Regardless, Jackie details how the little details now can make a huge difference not just April 15th, but year long.  F…

Milestone Birthday vs Milestone Savings

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 sched…

Why Retirees Over 50 Get Ignored

Jackie explains why adults over 50 often get ignored in retirement and how to find the focus when customizing a plan.  For more information or to schedule a consultation, call 727-334-0024 or visit www.mycampbellandco.com

Dr Codi Gharagouzloo Discusses the Latest in Diagnostic Solutions

Jackie is joined by Dr. Codi Gharagouzloo to discuss the latest technologies in healthcare and how to better plan for your long-term care. They discuss non-invasive diagnostic solutions using breakthrough quantitative imaging biomarkers to provide new insight in health and disease and talk about th…

Can a 401(k) Successfully Replace a Pension?

Pensions are not as common as they once were so many adults are turning to their 401(k) as an alternative. But is it fair to compare the two? Plus, how inflation is now affecting your bag o' fries.  For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.c…