Jeff Campbell is featured on WSYR-TV Syracuse, NY
Chris Gardner • December 27, 2024
Managing the Holiday Spending
SYRACUSE, N.Y. (WSYR-TV) – The holiday season is meant to bring joy, but that also comes with expenses. Between the gifts and celebrations that start to pile up on your credit card statement, so does the stress of getting back on track financially.
Luckily, Wealth Advisor Jeff Campbell
with Parkwoods Wealth Partners reveals different strategies, along with advice to control and tackle the money in your pocket.
New model combines advisor independence with enterprise-level support for DFA-centric firms
Everyone makes mistakes, but when it comes to your finances, too many mistakes can have a devastating impact on your ability to accumulate wealth and retire with confidence. Luckily, many common mistakes are completely avoidable with the right knowledge and the right financial partners on your side. Here are the top four financial mistakes I…
The post The 4 Biggest Financial Mistakes I See appeared first on FMF&E Wealth Management.
Having a 401(k) plan is one of the best ways to maximize your retirement savings. It’s a great way to capture tax benefits while automatically saving money from every paycheck. When this is combined with an employer match, a 401(k) can become one of the most powerful investment tools for retirement. While enrolling and participating…
The post 401(k) Planning: What Do You Need to Know? appeared first on FMF&E Wealth Management.
After 41 years, Carrier has separated from its parent company, United Technologies (UTC). (1) As part of the split, Carrier has started offering lump-sum pension buyouts to many employees. The best option is different for each person. Your age, length of service with the company, and current financial situation are just a few of the…
The post What You Need to Know About Your Carrier Pension Preservation Plan Options appeared first on FMF&E Wealth Management.
Building wealth to provide for and pass on to your family or cherished causes can take decades of hard work and sacrifice. No matter how much you want to leave, having a solid financial plan is necessary to balance your own retirement needs with your desire to leave a legacy. At FMF&E Wealth Management, we…
The post Case Study: How We Helped One Retired Couple Gain Confidence in Their Future appeared first on FMF&E Wealth Management.
As a fee-only Registered Investment Advisor, we pride ourselves on offering the very best to our clients when developing a wealth management plan that is tailored to each individual and their family. We offer sound guidance based on our clients’ unique needs and goals because we are independent advisors and fiduciaries who are always working…
The post How Does an Independent Financial Advisor Benefit You? appeared first on FMF&E Wealth Management.
When you own a business, it can often feel like one of your children—you work hard, nurturing it to grow, succeed, and benefit society. This understandable attachment creates an emotional investment that can make it difficult to find a balance between prioritizing personal finances and your business. For instance, business owners commonly face the struggle…
The post 4 Ways Business Owners Can Catch Up for Retirement in a Hurry appeared first on FMF&E Wealth Management.
As a business owner, paying taxes and saving for retirement can be two major concerns you have when you examine the financial outlook of your business. Both taxes and retirement represent two significant financial items that you need to prepare for in the long term as you outline your business’s financial strategy. Luckily, there are…
The post Saving for Retirement and Reducing Taxes: What Business Owners Should Know appeared first on FMF&E Wealth Management.
When construction contractors are ready to begin a project, they must start with a blueprint. If they were to simply take a pile of materials, tools, and supplies and begin placing them together haphazardly, the results would be undesirable. Rather than a home, office, or skyrise, they would have a worthless pile of wasted resources.…
The post Retirement Planning For Individuals And Families appeared first on FMF&E Wealth Management.
At FMF&E Wealth Management, we are passionate about helping people retire armed with a stable financial strategy that will enable them to get the best life possible with the money they have. How do we do this? Well, every conversation with every client is different because their individual situations vary. Below we want to share…
The post How We Helped A Business Owner Retire With Confidence appeared first on FMF&E Wealth Management.