Campbell Wealth Management - April 2024

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An even further benefit is that if you pass away, your spouse can inherit and continue the Roth.

I found a couple of great financial guidebooks by a company called Lightbulb Press that I highly recommend.

And finally, if you and your spouse die, and it goes to your kids, your children can hold it for up to 10 years as it continues to grow tax-free.

You can also check out a course or a class to brush up on your finance skills and knowledge. I’ve been teaching retirement courses for the last 20 years, but you can also enroll in one through local community colleges or senior services. Keep in mind that you can also look up financial questions on YouTube and Google (being careful to take this information in stride, for many times, businesses are trying to sell you something). Understanding finances, being financially literate, knowing how to save, and participating in saving are necessities in today’s world to secure your retirement. So, no matter who this is for, you, your kids, or your grandchildren, make sure that you become knowledgeable in this very important subject. Happy Financial Literacy Month!

If you have further questions on this, please don’t hesitate to reach out to us — we will be happy to answer them.

Shifting gears, because April is Financial Literacy Month and because so much of our lives relies on finances, it’s paramount for us, our kids, and our grandkids to be financially smart. Your children and grandchildren likely don’t have as strong of a financial understanding as you do — schools just don’t teach this stuff, unfortunately. So, anything you can do to improve your knowledge, and more importantly, that of your offspring, is crucial. Several ways to get ahead of the financial knowledge curve include visiting your local library, bookstore, or and investing in a book on finances. But don’t get that 1,000+ page book like “War and Peace” because you’ll never finish it. Instead, I recommend scouting out the shortest summary book you can find on finances.

Kelly Campbell

Behind the Scenes The Dedicated Professionals Making It Happen

At Campbell Wealth Management, our team is the cornerstone of our success. As we celebrate Administrative Professionals Day on April 24, we want to take this opportunity to express our profound gratitude for the indispensable administrative professionals at our firm. From managing daily operations to providing crucial support to every department, our administrative team ensures smooth functioning and efficient workflows. Their dedication, attention to detail, and professionalism are fundamental to our success. We’d like to highlight two of our team members!

is a tremendous asset to the team as she is constantly focused on improving the CWM brand and client experiences.

Amanda Cetel Operations Associate Amanda Cetel is a self- directed team player who takes initiative, anticipates needs, ensures consistently high-quality work, and adapts to different situations. Her sharp attention to detail and dedication to top-notch efficiency make her an asset to our Campbell Wealth Management team.

Gina Doerr Office Coordinator Gina Doerr creates a positive and welcoming experience for clients, visitors, and employees.

Her role focuses on ensuring that all interactions and

As we celebrate Administrative Professionals Day, we reaffirm our commitment to fostering a work environment where every team member feels valued, respected, and empowered. Our administrative professionals are truly invaluable assets, and we are honored to have them as part of the Campbell Wealth Management family.

touchpoints reflect the firm’s values and leave a lasting impression. She

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