Comparing the impact of President Trump and Joe Biden’s proposed tax plans on Americans’ wallets via CNBC
Kelly Campbell, CEO of Campbell Wealth Management, discusses the pros and cons of President Trump and Joe Biden’s proposed tax plans, and how individuals and families can offset some of the knock-on [...]
Save early and save often’ is great advice, and here’s what to do if you got a late start via CNBC
Ironically, the most common retirement savings account, the 401(k) plan, is not delivering adequate savings, according to the Economic Policy Institute. Americans ages 56 to 61 had a median 401(k) balance of [...]
October 2020 Newsletter
Here is the October 2020 edition of the Campbell Wealth Management newsletter, which discusses important updates to retirement and financial planning.
What Could Help You Decide the Best Time to Start Claiming Social Security? via Nextavenue
Millions of Americans are rightly concerned about the future solvency of Social Security. But there’s another key Social Security concern: the prevalence of people starting to claim their Social Security benefits early, [...]
Biden’s plan to overhaul 401(k) tax breaks — Here’s why it could create a surge into Roth 401(k)s via Bankrate
Presidential candidate and former Vice President Joe Biden recently proposed a key change to the employer-sponsored 401(k) plan that could help lower earners save for retirement. But this proposed change also would [...]
Took Social Security early during the pandemic and regretting it? You could get a do-over
Returning to the workforce may prompt some to rethink their decision to claim Social Security early – and many could qualify for a do-over, says Kelly Campbell, the CEO of Campbell Wealth [...]
September 2020 Newsletter
Here is the September 2020 edition of the Campbell Wealth Management newsletter, which discusses important updates to retirement and financial planning.
CEO Kelly Campbell talks to US News & World Report on What Is a Financial Plan?
A FINANCIAL PLAN IS THE crux of the financial planning process. In a way, it's the road map for your clients' money, there to guide them financially from where they are today [...]
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