Explore New Topics To Learn More About Your Retirement

529 Education Savings Plan

April 21, 2020

Education Savings Responsibly educating the next generation is a noble goal and an important piece of the family financial plan puzzle. Fortunately, getting started is a simple matter.  There are many benefits including: Tax Advantages The growth of the money in the account is federal income tax-deferred. When you’re ready to use the money for… View Article

SBA PPP $349 Billion Fund Exhausted. How You Can Help Business Owners Across America.

April 17, 2020

SMALL BUSINESS OWNERS ACROSS AMERICA NEED ASSISTANCE and here’s how you can help! As of yesterday, the Small Business Administration’s $349 Billion fund for PPP, Payroll Protection Program is EXHAUSTED. This was part of the $2.2 Trillion CARES Act which allowed small businesses with 500 or less to apply for a loan up to $10… View Article

SBA PPP UPDATE Frequently Asked Questions (FAQs)

April 17, 2020

Over the past week, our team members have been extremely active in advocating key positions and recommendations related to the Paycheck Protection Program (PPP). We also have been providing leadership and working with our clients for PPP implementation which will make an impact for many small businesses in our community and beyond. Last night, the… View Article

CARES ACT- Individual Business Relief Provisions

April 2, 2020

Financial Relief Information Kit For Individuals and Businesses as a Result of COVID-19 We are all navigating in unchartered waters right now – both with our health and money.  At Campbell & Company, Wealth Advisors & CPAs, we’ve put together a summary to help you better understand what’s available to you as an individual and… View Article

How Will The Tax Extension Affect You?

March 26, 2020

Due to the impact of the coronavirus, Tax Day, which includes most forms and payments due between now and April 15, 2020 have been extended to July 15, 2020.  Along with the automatic extension of time to file most individual tax returns, Form 1040 there are many other taxes, forms, state and local returns, retirement… View Article

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