Campbell Wealth Management January 2018

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CampbellWealth.com • (703) 535-5300 • 700 S. Washington St. Suite 220, Alexandria, Virginia 22314

A Conversation About Responsibility Living Better in the New Year A s I look back on the past year and look forward to the year ahead, I think about a conversation I had As a CEO, I want nothing more than to see my team grow as individuals and to help them become even better at what

a few months ago. It was a discussion with Rob Vaughn, University of Maryland’s Head Baseball Coach. Rob will soon be my son Connor’s coach when he heads off to college next year. Rob said that as a coach, he not only wants the team to be great baseball players, but to also understand their roles in life as men, brothers, uncles, and fathers. In that sense, these words got me thinking about 2018 and who I am as a person. I’ve fully embraced my responsibilities as a father to my kids, a husband to my wife, a CEO to my team, and a Wealth Manager to my clients. As a father, I want nothing more than to teach my kids to grow into responsible adults, to help them stay safe and happy, and to realize the opportunities they have ahead of them. As a husband, I want nothing more than to have a great relationship with my wife, Kim, so she always knows she’s secure and has someone to depend on.

they do. I’d like to see them further their opportunities, even if that means exploring options beyond the scope of Campbell Wealth Management. As a Wealth Manager, I want nothing more than to help you accomplish a safe and secure retirement — one you can cherish forever. That might mean developing a retirement plan around experiences, being closer to family, or simply having wonderful relationships with the people you care about the most. The possibilities are endless! To go a step further, as I look at my responsibilities to all those in my life, I’ve realized that part of that responsibility is to help people maintain good health. I’ve talked about health improvement in the past and I believe it’s an important part of our lives. Whether it’s in the lives of my family, my team, or our clients, being healthy puts us in a better position to live to the fullest. I’ll touch more on this point in the months ahead.

Looking forward, we all have to recognize our responsibilities and embrace them. Every one of us has our set of duties that support the people in our lives. It is imperative to think about how we can perform those responsibilities to be better people and to aid those who rely on us. I encourage you to think about your future. What is it that you want to achieve and what is most important to you? Let’s make 2018 an amazing year, even better than the last. From all of us at Campbell Wealth, here’s to a wonderful new year!

Kelly Campbell

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Ready to Book Your Dream Vacation? ADVENTURE IS WAITING!

Road Scholar Looking for an adventure that will also quench your thirst for knowledge? For over 40 years, Road Scholar has dedicated itself to creating memorable and educational global travel experiences. Road Scholar crafts vacations that match your interests, group size, and desired activity level. Go on a maritime expedition with your grandchild in Hawaii or enjoy a solo adventure to the ancient ruins of Egypt or Greece. It’s like taking a semester abroad in college, but with fewer essays to write. Start planning your dream study abroad experience at roadscholar.org. Globe Aware Have you ever wanted to travel the world and help make the planet a better place? Then it’s time to consider “voluntourism.” Take the international trip you’ve always wanted by donating your time in a meaningful way. The experts in “aging with attitude” at Senior Planet celebrate Globe Aware for its success in catering to the adventurous

Are you ready to set out on a grand adventure? Many people spend their entire lives thinking about the exotic locations they want to explore, only to let the opportunity slip through their fingers. Stop dreaming about adventure and make it a reality with these top-of-

the-line travel companies. Grand Circle Travel Established by AARP founder Ethel Andrus, Grand Circle Travel specializes in affordable tour

packages that lets travelers focus on a true local experience. Your tour can include language lessons, visits to neighborhood schools,

and home-hosted meals with local families, all of which allow you to immerse yourself in the local culture. If you’ve been dreaming of a nautical adventure, Grand Circle Travel also boasts an impressive fleet of small

and the generous. Learn how you can volunteer with orphans or help clean up coral reefs at globeaware.org.

ships for ocean sailing and river cruises. Satisfy your wanderlust by visiting gct.com.

There will never be a better time to take your dream vacation. Make 2018 the year of many new adventures!

your children the value of freedom.

our fallenU.S. veterans.

those who serve.

We would like to extend a special thank-you to all of those who participated this year in the wreath laying at the Alexandria National Cemetery. It was such a rewarding experience to be a part of a national movement to remember and honor our veterans. We always enjoy volunteering in the local community, and we hope you’ll join us again in the future. Here are a few photos from the day.

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Is Your Lifestyle Retirement Ready? Why Rightsizing Makes for Better Life After Work

A s you approach retirement, it is important to make sure your lifestyle is tailored to fit the end of your working life. This concept, known as “rightsizing,” canmake your savings last longer, which provides you with the freedom to enjoy your later years. Kathy Gottberg, author of “Rightsizing: A Smart Living 365 Guide to Reinventing Retirement,” defines the concept as a “conscious choices for a better lifestyle that more closely fits your new needs in retirement.” The earlier you can begin rightsizing, the more prepared you’ll be for the days when you no longer have an income from your job. For most of us, what really matters when we retire is spending time with loved ones and having memorable experiences. Nobody’s greatest regret is not having enough stuff. With that inmind, here are a few tips that will prepare you for a fruitful and fulfilling retirement. Clear Out UnneededGoods If you’ve been in the same home for years or decades, you probably have more stuff than you need. Start by discarding anything that’s broken, damaged, or simply not getting any use. You should also make sure you’re not acting as a storage unit for friends or family members. If they don’t have the space for something, it shouldn’t be your job to hang on to it. Eliminating clutter will free up your space and allow you to treasure what you have.

Move Into aHouse You Can Fill Once all of your children have left the nest, you’ll often find that you don’t need as many rooms. Selling your home and moving into one that isn’t half- empty will generate some extra cash and help you to live more efficiently. As an added bonus, you’ll often find that a cozier home increases happiness. The less time you have to spend on home maintenance, the more you can devote to the activities you love. Change YourMindset Too often, we suffer from the urge to “keep up with the Joneses.” If our neighbor buys something, we want it too. But to really rightsize, you should resist the urge to meet other people’s standards. Retirement should help you make the most of your life, not anyone else’s. Before you make a purchase, especially a large one, ask yourself what’s motivating your decision. If it’s not going to make your life better, leave it on the shelf. When all is said and done, you will have successfully rightsized. But keep in mind rightsizing needs regular maintenance. It’s about forming habits, not making a one-time change. When you can change your habits and keep those habits, you’ll find they become easier over time, and before you know it, you’ll be living a lifestyle that truly makes sense for you!

Slow Cooker Raspberry WHITE HOT CHOCOLATE

(Recipe inspired by SlowCookerGourmet.net.)

Ingredients • 1 cup white

• 2 tablespoons

chocolate chips • 14 ounces sweetened condensed milk • 2 cups heavy cream, divided • 3 cups milk (any variety will do)

powdered sugar • 1 teaspoon vanilla • 4 tablespoons raspberry liqueur or syrup

Directions 1. In a slow cooker, combine white chocolate chips, condensed milk, 1 cup cream, and milk. Cover and heat on low about 2 hours. 2. In a large bowl, mix remaining 1 cup cream, powdered sugar, and vanilla. 3. Using a hand or stand mixer, whip until stiff peaks form. 4. Serve mugs of hot chocolate with about 1 tablespoon of raspberry liqueur or syrup to taste and a dollop of whipped cream.

Solution

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700 South Washington Street Suite 220 Alexandria, Virginia 22314 (703) 535-5300 CampbellWealth.com

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A Responsible New Year Adventure Is Waiting Wreaths Across America

Are You Ready for Retirement? Give This Hot Chocolate A Try Hear All About Our Scavenger Hunt

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Fun Activities to Do in the City of Alexandria! D o you have a family gathering coming up, maybe a family reunion, or even an office gathering with your colleagues? How about hosting a scavenger hunt in the City of Alexandria? to complete a few fun challenges and document themwith a photo or video. Our challenges from the night included: take a photo in front of the best window display, take a photo with the tallest Christmas tree, and sing a Christmas carol inMarket Square.

Recently, the Campbell Wealth Team participated in a small scavenger hunt organized by our CFO, KimCampbell. It began at the Campbell WealthOffice, with a clue that led us to a specific business on or near King Street inOld Town Alexandria.

The most rewarding part of this experience was that each team

was given $100 to give back to the community. There were no restrictions on who or where the donations were handed out to, so each teammade that decision spontaneously during the scavenger hunt. It was a simple act of generosity that was unbelievably rewarding.

Each clever clue lead us to a new location, where another clue had been left with the businesses’ staff (all of whom were so happy to participate in this fun adventure). The seventh and final location was a restaurant where we enjoyed dinner with the team and our spouses. Throughout our adventure to each location, we needed

If you would like to know the clues, locations, and challenges, please feel free to reach out and we will offer that information to you. We hope you will incorporate this into your next group activity. Please enjoy a few of the photos from our scavenger hunt!

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