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Retirement Certainty Scorecard™

 
  DISAGREE AGREE
Indicate the degree to which you agree or disagree with the statements below.
1

I have a clear, written and actionable retirement plan that shows my current financial position (Point A) and my ultimate future (Point B) and sets a path to get from A to B.

2

I review my written retirement plan each and every year and adjust it for changes in my life. I stress test my plan's viability by changing variables for the worst case scenario.

3

I know exactly what my personal required rate of return (PRROR) is that will allow me to achieve all of my retirement goals. I plan my investment strategy around and work toward that PRROR.

4

I have an investment plan which focuses an equal amount of time on making money as it does on not losing it, simultaneously advancing and protecting my assets.

5

I know that I am utilizing independent advice and strategies which specifically fit my individual situation.

6

I review all of my investments each and every year based on how the market and economy are responding and make adjustments and/or rebalances at least annually or as needed.

7

I am confident with all of my insurances knowing that the way they are positioned and funded will protect me and my family for any unforeseen negative events.

8

I am confident that my estate planning documents and beneficiary designations are all set up to maximize the benefits that my family receives.

9

I am well qualified or utilizing professionals that are well qualified to give the best possible advice for my retirement, investment, estate and tax planning.

10

My retirement planning is set up (by me or my advisor) in a way that requires little daily, weekly or monthly attention so that I can enjoy life to its fullest.

As I consider everything that will allow me to live most comfortably during my retirement, the thing that keeps me up at night is:

Thank you for completing the Retirement Certainty Scorecard™.

Please click "Submit & Print Form" to send a copy of this form to Campbell Wealth. After completing Steps 2 and 3, a Campbell Wealth associate will review the results of your Scorecard with you.

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Campbell Wealth Management

SEMINARS

Taxes in Retirement Webinar

Taxes in Retirement Webinar

Are you thinking about retiring soon? Are you already retired? Do you have questions or concerns about how the new Tax Reform will change your taxes in retirement? If you answered yes, to any of these questions then this webinar is for you!

In the short time we have together, you will learn about:

*   Common misconceptions about taxes in retirement
*   The changing rules for a retiring generation of baby boomers
*   How lost deductions may affect your taxes in retirement
*   Basic required minimum distribution rules
*   Tools and strategies to help develop a retirement tax strategy
 How rising taxes may affect your retirement cash flow

My goal is for you to leave with confidence and clarity of how taxes are different in retirement and how to avoid some very common tax pitfalls.

Instructor:
Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®

When:
Wednesday, January 24
6:00 – 7:30 PM EST

Taxes in Retirement Webinar

Taxes in Retirement Webinar

Are you thinking about retiring soon? Are you already retired? Do you have questions or concerns about how the new Tax Reform will change your taxes in retirement? If you answered yes, to any of these questions then this webinar is for you!

In the short time we have together, you will learn about:

*   Common misconceptions about taxes in retirement
*   The changing rules for a retiring generation of baby boomers
*   How lost deductions may affect your taxes in retirement
*   Basic required minimum distribution rules
*   Tools and strategies to help develop a retirement tax strategy
 How rising taxes may affect your retirement cash flow

My goal is for you to leave with confidence and clarity of how taxes are different in retirement and how to avoid some very common tax pitfalls.

Instructor:
Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®

When:
Monday, January 29
10:30 AM – 12:00 PM EST

Social Security Workshop

Social Security Workshop

Want to learn how to optimize your Social Security income? Join us at the Potomac University on Thursday, January 30 from 6:30 – 8:00 PM for this free workshop.

This FREE event will answer your most pressing questions!

  • Understand the massive changes from 2015 (and the 7 changes in 2017)
  • Discover creative strategy and timing methods to get the most from your hard-earned benefits
  • Learn how Social Security income works (even if you continue working after claiming)
  • Find out how much you give-up if you choose to take benefits early
  • How your benefits may be affected if you have a pension through the state or federal government
  • Identify additional spousal benefit opportunities (even if you’ve been divorced)
  • What the Social Security “deeming provision” is (and how to be prepared for more changes)
  • Why the lucrative “file and suspend” strategy was eliminated (and how to optimize benefits NOW)
  • How we can provide you a custom Social Security benefit report (that analyzes your family’s benefits, shows you all the benefits you’re eligible for, and recommends an optimal strategy)

Instructor:
Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®

When:
Thursday, January 30
6:30 – 8:00 PM EST

Social Security Workshop

Social Security Workshop

Want to learn how to optimize your Social Security income? Join us at the Potomac University on Tuesday, February 1 from 6:30 – 8:00 PM for this free workshop.

This FREE event will answer your most pressing questions!

  • Understand the massive changes from 2015 (and the 7 changes in 2017)
  • Discover creative strategy and timing methods to get the most from your hard-earned benefits
  • Learn how Social Security income works (even if you continue working after claiming)
  • Find out how much you give-up if you choose to take benefits early
  • How your benefits may be affected if you have a pension through the state or federal government
  • Identify additional spousal benefit opportunities (even if you’ve been divorced)
  • What the Social Security “deeming provision” is (and how to be prepared for more changes)
  • Why the lucrative “file and suspend” strategy was eliminated (and how to optimize benefits NOW)
  • How we can provide you a custom Social Security benefit report (that analyzes your family’s benefits, shows you all the benefits you’re eligible for, and recommends an optimal strategy)

Instructor:
Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®

When:
Tuesday, February 1
6:30 – 8:00 PM EST

DATES / TIMES

Taxes in Retirement Webinar

Wednesday, January 24 at 6:00 PM EST

Taxes in Retirement Webinar

Monday, January 29 at 10:30 AM EST

Social Security Workshop

Thursday, January 30 – 6:30 PM

Social Security Workshop

Tuesday, February 1 – 6:30 PM

Newsroom Articles

Winners and Losers in the New Tax Law (Including #...

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Tax Reform Cheat Sheet

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Retirement Income Strategies for the 1%

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MEET YOUR TEAM

Betsy Hanson

Director of Operations

+Read Full Bio

Kim Campbell

Chief Financial Officer

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