Understanding Today’s Financial Environment
Welcome, I’m Joshua Kampbell, a financial professional in Burnsville, Minnesota. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making the most of surprises is a great reason to work with us.
Do you understand these common mobile slang terms?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
You’ve made investments your whole life. Work with us to help make the most of them.
Peer-to-peer payment apps are one of the newest ways to send money.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
$1 million in a diversified portfolio could help finance part of your retirement.
Here’s a crash course on saving for college.