Less than a month ago, on March 12, I taught a class to 40 retirees in our offices on the planning strategies surrounding the SECURE Act. That scene is now unimaginable. One client in that group left the next morning for Disney World with his kids and grandkids. Our clients have gone from navigating the “death of the stretch IRA” to trying to circumvent actual death in the age of COVID-19. It’s eerie and surreal — and it’s safe to say the SECURE Act has taken a back seat to more pressing issues. Read More
Through our Right On Retirement Process™, we challenge and empower our clients, over the age of 55, to realize their possibilities.
The Registered Investment Advisor, Campbell Wealth Management is registered in VA, MD, DC, NH, NY, FL & TX All Contents © 2020 Campbell Wealth Management, Inc. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (CWM), a Registered Investment Advisor. MAS and CWM are not affiliated entities.
Investing involves risk, including the potential loss of principal. It is not possible to invest in an index. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Campbell Wealth Management is not permitted to offer and no statement made here shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.
The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Campbell Wealth Management.
© 2023 • Campbell Wealth Management, Inc. • Powered by LoneBeacon.com