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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A letter of instruction provides additional and more personal information regarding your estate.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There’s a link between debt and stress.
There are common mistakes you can avoid when saving for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
How will you weather the ups and downs of the business cycle?
Do you have causes that you want to support with donations? Here are three tips.
Learn how to harness the power of compound interest for your investments.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.