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Articles

Married couple a bench staring at ocean.
Scott Campbell | Mar 30, 2022

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Insurance
Family
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the
Read More
Dad holding children in field.
Scott Campbell | Mar 28, 2022

Term vs. Permanent Life Insurance: What You Need to Know

Education
Insurance
Family
All of the various forms of life insurance – whole life, term life, variable life, universal life and the dozens of variations of each – can be distilled down
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Outdoor pool next to ocean.
Scott Campbell | Mar 23, 2022

How to Protect Your Finances While Traveling On Vacation

Education
Lifestyle
Family
Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However
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Two people having a picnic by a lake
Scott Campbell | Mar 21, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Scott Campbell | Mar 16, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Wing of plane in sky.
Scott Campbell | Mar 14, 2022

Game of Life: Financial Planning At Every Age

Education
Finance
Family
If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds
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Calculator with financial numbers.
Scott Campbell | Mar 9, 2022

All Gain with no Pain? What You Need to Know About Indexed Annuities

Investments
The annuity industry must have studied the story of Goldilocks and the Three Bears because, after recognizing that investors weren’t very keen on low fixed
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Hands holding a small wrapped present
Scott Campbell | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Scott Campbell | Mar 2, 2022

Financial Planning for Young Professionals

Finance
College
Savings
Lifestyle
You're 25 and feeling alive. You're settling into life after university, paying off your debts and slowly figuring how to "adult". But with the responsibility
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Robot with computer.
Scott Campbell | Feb 28, 2022

Financial Advisors vs. Robo Advisors - Which Is Worth It?

Finance
Robo Advisors
What’s the difference between a robo advisor and an actual financial advisor? It may seem like there’s an obvious answer - I mean one’s a software - but truly
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Married couple a bench staring at ocean.
Scott Campbell | Feb 23, 2022

When Life Insurance Makes Financial Sense in Retirement

Insurance
Retirement
When most people think about life insurance, it is something to be purchased when we’re young with financial responsibilities and dependents to protect. Any
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Scott Campbell | Feb 21, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
Read More

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Costa Mesa, CA 92626
United States

Contact Info

(714) 486-4544
scott_campbell@qpadvisory.com

 

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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