Do This Before 2022 to Benefit Your Portfolio

10m ·

Do This Before 2022 to Benefit Your Portfolio

We kick things off talking about the Child Tax Credit and how to opt out if you don't want it. Jackie says, just because you get a check from the Government, it doesn't mean you have to spend it. Plus, should we adjust the "4% rule" because of inflation? Jackie reminds retirees that the "4% rule" is just that, a rule. Finally, what we need to do now to our finances before the calendar flips to 2022. 

For more information on Campbell and Company or to schedule a consultation call 727-334-0024 or online at www.mycampbellandco.com 

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