The Six Most Important Retirement Moves for the Young - Reuters.com
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1/12/2012
Starting your retirement savings at a young age can result in a tidy nest egg. In this Reuters article by Mark Miller, Kathleen emphasizes the importance of contributing to a Roth IRA account, with tax-free savings for life. |
Secrets of the 401k Millionaires - SmartMoney.com
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1/9/2012
How do employees manage to have 401k balances of $1 million or more? According to those interviewed for this SmartMoney article, most of them are very diligent savers. Kathleen discusses the importance of maximum contributions, long-term selections, and being careful about the amount in company stock. |
Retire Here, Not There: Florida - SmartMoney.com
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12/7/2011
SmartMoney.com profiles various states with their pros and cons as retirement destinations. In this Florida segment, Kathleen mentions that the state's large number of retirees allows for great social opportunities, among other things. |
Prepaid College Prices Mount - Ft. Myers News-Press.com
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10/20/2011
The cost of the four-year university option in the Florida Prepaid College Plan increased 8.6% from October 2010 to October 2011. Kathleen explains why a 529 plan might be a better option. |
Single-Funded Parenting - MoneyMix.CUNA.org
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9/27/2011
This article by Jon Cook for the Credit Union National Association focuses on the many challenges faced by single parents. Kathleen addresses the importance of credit scores and conservative investment selection. |
How To Tell Clients They Can't Retire Yet - AdviserOne.com
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8/15/2011
Not enough money to retire? Five top advisors describe how they work with clients who need to save more in order to retire. |
Money Matters: Helping Cash-Strapped Family Members - Erickson Tribune
For those who have unemployed family members, there are several ways to help out. Kathleen describes ways to provide assistance without giving cash outright. |
Facing a Pay Cut? Here’s How to Deal with It - CBS MoneyWatch.com
In one of the inaugural stories on this new personal finance site, Kathleen provides information about home equity lines of credit and loan modifications with mortgage lenders. |
Discover EDGE – Money Management for Teens - Discovercard.com
Do you want your children to learn more about budgeting and finances? Kathleen describes how a budgeting plan for teenagers can lead to healthier spending habits and greater awareness of costs. |
Road to Recovery: Creating a Budget - Ft. Myers News-Press.com
In both a print article and a live-chat, Kathleen discusses ways to create a budget and reign in excess spending. |
Have Fun on a Shoestring - Consumer Reports Money Adviser
It’s easy to have fun when times are lean and budgets are tight! Kathleen shares a few quick tips for extra savings. |
Section 457 plans - Chicago Tribune
Famed Chicago Tribune columnist Janet Kidd Stewart interviews Kathleen about Section 457 deferred compensation plans. Kathleen cautions participants about the risks involved in the various plans. |
Financial Makeovers for 2009 - ABCNews.com
Several financial planners, including Kathleen, provide tips for simple ways to improve your financial life. |
Planning Perspectives Investment Tip - NAPFA.org
Select NAPFA members provide reprints of messages shared with their clients during the height of the economic downturn. Kathleen writes about the benefits of Roth IRA conversions. |
Stop Living Paycheck to Paycheck - Kiplinger.com
By carefully tracking expenses, consumers can greatly improve their financial pictures. Kathleen discusses ways to budget, track spending, and increase savings. |
Invest: It's Your Future - Hewitt Associates Newsletter
In this "Reality Check" article, Kathleen works with a Georgia couple on their retirement plan. She provides them with important steps they need to take in order to retire in the next five years. |
Everyday Finance - WSLR Radio in Sarasota, FL
In this popular radio program by Carol Christie with True Blue Financial Coaching, Kathleen shares tips about budgeting and frugality. |
Getting Personal: Don't Wait For a Disaster to Get Prepared - Wall Street Journal Online (online.wsj.com)
Having a disaster plan is critical, regardless of where you live. In this article by Jilian Mincer, DowJones Newswires, Kathleen discusses the importance of being prepared. |
Where's Your Money Going? - ivillage
So many consumers are looking for budgeting advice, so Kathleen suggests simple ways to track spending. |
Forced Back Into the Rat Race - News Press
Many Americans are suffering from job losses and reduced values in their retirement savings accounts. In this Retirement Series, Kathleen stresses that taking funds out of retirement accounts early is never a good idea. |
A New Game - Financial Advisor Magazine
In this article by columnist Gail Liberman, Kathleen talks about the credit issues that can arise even for those who always pay their bills on time. |
Voices: Kathleen Campbell, On Curbing Personal Spending Rates - Wall Street Journal Online
In this interview for the "Financial Adviser" section of the Wall Street Journal online, Taylor Smith interviews Kathleen Campbell about how she counsels her clients to save more if they want to have money in retirement. |
Prepaid College Prices Mount - News-Press (News-Press.com)
The cost of the four-year university option in the Florida Prepaid College Plan increased 8.6% from October 2010 to October 2011. Kathleen explains why a 529 plan might be a better option. |
Expert Corner: How the Pros Create Financial Plans - Motley Fool's
In this popular newsletter by Robert Brokamp, Kathleen Campbell is one of several advisers who provided insight about the financial planning process. |
Should You Convert to a Roth? Pros Weigh In - Motley Fool's Newsletter (www.fool.com)
With the current buzz about Roth conversions, should you consider converting your IRA or 401k to a Roth IRA? Kathleen Campbell and other fee-only advisors weigh in on this topic. |
The Money Book (for Freelancers, Part-Timers, and the Self-Employed) - The Money Book
This book is all about earning, spending, saving, and surviving as an independent worker. Recommended by MSNMoney's Liz Weston as one of the "5 Money Books Worth Every Penny". Kathleen assisted in the writing of the book and is quoted on various topics. |
Good, But Not Great - Financial Planning Magazine
The Health Savings Account can be a very tax-efficient way to pay for medical expenses. In this article by Donald Jay Korn, Kathleen discusses some of the pros and cons. |
How to Keep Your Nest Egg Intact After A Layoff - U.S. News & World Report
Unexpected job loss is stressful enough without having to worry about your 401(k) too. In this article by Emily Brandon, Kathleen advises caution when withdrawing money prior to age 59 1/2. |
Advice for the New Grad - Wall Street Journal
If you are young and have some money to invest, which one fund should you select? Wall Street Journal writer Jane Hodges interviews Kathleen and other advisers for their recommendations. |