Advice for the New Grad - Wall Street Journal - 5/3/2010
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. |
How to Keep Your Nest Egg Intact After A Layoff - U.S. News & World Report - 4/15/2010
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. |
Expert Corner: How the Pros Create Financial Plans - Motley Fool's "Rule Your Retirement" Newsletter - 4/1/2010
In this popular newsletter by Robert Brokamp, Kathleen Campbell is one of several advisers who provided insight about the financial planning process. |
Good, But Not Great - Financial Planning Magazine - 4/1/2010
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. |
Should You Convert to a Roth? Pros Weigh In - Motley Fool's Newsletter (www.fool.com) - 3/8/2010
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) - www.freelance-finance.com - 3/8/2010
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. |
"Your Money Bus" tour comes to Ft. Myers - News-Press (News-Press.com) - 3/4/2010
The Money Bus, co-sponsored by the National Association of Personal Financial Advisers, TD Ameritrade, Kiplinger's, and FiLife.com, stops in Ft. Myers for three days. Kathleen Campbell is one of the NAPFA members providing free advice to consumers who visit the bus. |
Voices: Kathleen Campbell, On Curbing Personal Spending Rates - Wall Street Journal Online - 1/11/2010
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. |
A New Game - Financial Advisor Magazine - 11/16/2009
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. |
Forced Back Into the Rat Race - News Press - 11/7/2009
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. |
Where's Your Money Going? - ivillage - 10/5/2009
So many consumers are looking for budgeting advice, so Kathleen suggests simple ways to track spending. |
Getting Personal: Don't Wait For a Disaster to Get Prepared - Wall Street Journal Online (online.wsj.com) - 8/4/2009
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. |
Money Matters: Helping Cash-Strapped Family Members - Erickson Tribune - 7/1/2009
For those who have unemployed family members, there are several ways to help out. Kathleen describes ways to provide assistance without giving cash outright. |
Invest: It's Your Future - Hewitt Associates Newsletter - 6/30/2009
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. |
Facing a Pay Cut? Here’s How to Deal with It - CBS MoneyWatch.com - 6/5/2009
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 - 6/5/2009
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. |
Section 457 plans - Chicago Tribune - 5/22/2009
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. |
Road to Recovery: Creating a Budget - Ft. Myers News-Press.com - 5/15/2009
In both a print article and a live-chat, Kathleen discusses ways to create a budget and reign in excess spending. |
Everyday Finance - WSLR Radio in Sarasota, FL - 5/2/2009
In this popular radio program by Carol Christie with True Blue Financial Coaching, Kathleen shares tips about budgeting and frugality. |
Have Fun on a Shoestring - Consumer Reports Money Adviser - 5/1/2009
It’s easy to have fun when times are lean and budgets are tight! Kathleen shares a few quick tips for extra savings. |
Financial Makeovers for 2009 - ABCNews.com - 1/6/2009
Several financial planners, including Kathleen, provide tips for simple ways to improve your financial life. |
Planning Perspectives Investment Tip - NAPFA.org - 1/1/2009
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 - 10/1/2008
By carefully tracking expenses, consumers can greatly improve their financial pictures. Kathleen discusses ways to budget, track spending, and increase savings. |