Campbell & Company, Wealth Advisors and Certified Public Accountants

07/13/2026

Behind the microphone and ready to share another round of insights. 🎙️

Jackie spends a lot of time helping clients plan for what's next—and sometimes that starts with a conversation on the air.

07/12/2026

It’s MLB All-Star Week! ⚾

Every team brings its best to the field—the players they trust to deliver when it matters most.

Is your financial advisor someone you’d pick for your All-Star team? If not… it might be worth making a change.

07/10/2026

We’re halfway through the year, but is your retirement plan actually on track? Let's do a quick mid-year check-in: 👇

Income plan ✅
→ If you stopped working tomorrow, do you know exactly where your income would come from?
Tax strategy ✅
→ Are you making intentional moves—or just dealing with taxes as they come?
Market risk ✅
→ If the market dropped, would your plan still feel solid?

Most people don’t realize what’s missing until it matters. If you had to pause and think about one of these… it might be time for a mid-year reset.

07/09/2026

Did you know? The first U.S. pension dates back to 1776—and it looked nothing like a modern 401(k). Over the last 250 years, retirement has quietly shifted from predictable income… to something individuals must build and manage themselves. We put together a short guide on what's changed—and what it may mean for your plan.

Read what we've learned in 250 years of retirement in America.

07/08/2026

Don’t treat your tax plan like a dirty sponge...

Ignore it long enough, and it quietly collects buildup until one day, the mess hits all at once.

The good news? Retirement is one of the few times you actually have more control over your taxes... if you stay proactive early. 🧼✨

07/06/2026

Retirement = working on what matters most.

❤️ Health → taking care of your body and energy
👨‍👩‍👧 Relationships → showing up for the people you love
🌱 Personal growth → learning, growing, evolving
🎯 Purpose → finding what gives your days meaning

Because retirement isn’t about doing nothing… it’s about doing more of what truly fulfills you.
Which one are you focusing on right now? 👇

07/06/2026

Behind every great radio show is a great host. 🎙️

Jackie in her element, sharing insights and helping listeners navigate their financial future with clarity and confidence.

07/04/2026

🇺🇸 Happy Fourth of July! ❤️🤍💙

Wishing you and your loved ones a safe, fun, and relaxing Independence Day. However you're celebrating, we hope it's filled with good company, gratitude, and lasting memories. Have a wonderful holiday!

07/01/2026

July is Make-A-Will Month.

If something unexpected happened, would everything be clearly laid out?

A strong plan should include:
A will ✅
Updated beneficiaries ✅
Power of attorney ✅

Because in those moments, clarity matters—and so does having your wishes documented for your loved ones.

07/01/2026

The way people retire today looks very different than it did a generation ago. From longer timelines to fewer pensions, the “new retirement reality” means planning may need to be more flexible than ever. This article is worth a read 👉 https://money.com/new-retirement-reality-2026/.

Retirement can be 40 years or more as people live longer than ever.