Paying down debt may not be the best way to use your coronavirus stimulus check

admin April 2nd, 2020

The coronavirus financial crunch is shedding light on the importance of creating an emergency savings fund. CEO Kelly Campbell spoke with CNBC (tag) about options for keeping cash in your account and shopping locally to keep the money in the local economy.

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Resist the urge to abandon the market: your 401(k) during the coronavirus pandemic

admin April 1st, 2020

Campbell points out that the Great Depression was the worst market ever, and it eventually did come back up. People were upset about the bust in 2000 and there were many dire predictions from 2008. “There was always something different,” Campbell said. “This is different. It’s a whole new experience,” he added. “But the stock market is still the stock market. “It’s always gone down and come back up.”

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Coronavirus stimulus bill lets Americans raid their retirement accounts

admin March 28th, 2020

The coronavirus relief package signed into law today allows people to take loans up to $100,000 from their 401k. CEO Kelly Campbell, CFP, CMFC, ChFC, AIF discusses the consequences of borrowing from your retirement savings and the importance of having a plan in place to pay back your loans quickly. Via. CBS News 

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Retirement investment advice

Giving to Charity: Strategies to Ensure a Tax and Human Benefit Under New Tax Law

admin March 16th, 2018

Changes to the tax law in 2018 have taken away most people's ability to deduct charitable contributions. But there are still a few options to consider in order to give and still receive. The Tax Cuts and Jobs Act (TCJA) went into effect on Jan. 1. It will take several years to figure out all of the winners and losers, but some of the obvious losers are universities, charities, churches and foundations.

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Wealthiest financial advisors

Winners and Losers in the New Tax Law (Including #MeToo)

admin March 16th, 2018

On Dec. 20 Congress passed the Tax Cuts and Jobs Act of 2017 (TCJA), and President Trump signed it shortly after. This law, most of which will become effective on Jan. 1, dramatically changes our tax environment. New financial planning strategies will emerge in the coming months and years.

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Wealth and retirement solutions

Retirement Income Strategies for the 1%

admin March 16th, 2018

It’s a good problem to have, but the nation’s wealthiest folks have a few extra challenges to address when making decisions about their withdrawal plan in retirement. While the 1% is a loosely defined, income-determined social class, we often assume that its members have so much money that they don’t need to plan for retirement.

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retirement wealth specialists

4 Must-Dos Before Retirement

admin March 16th, 2018

I’ve seen too many people get too late a start on these four essential retirement checklist items.There is a laundry list of financial items you should tackle before you retire. After meeting with several hundred people who have recently retired, or are about to, I have concluded that the vast majority of people are not overthinking it.

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financial advice for retirement planning

Retirement Income Strategies for our Next Bear Market

admin March 16th, 2018

The origins of the 4% rule can be traced all the way back to a study by the Harvard endowment in 1973. More frequently cited is the research from financial planner Bill Bengen.

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Named by Barron's as the 22nd Top Wealth Advisor in Virginia