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Articles

Woman at university graduation.
Scott Campbell | Jul 13, 2022

Meet the 529: Your Best New Collegiate Friend

Education
College
Savings
After the shock and joy immediately following the baby’s birth then all the other emotions set in as you mentally fast forward through the sudden expenses to be
Read More
SUV driving down highway.
Scott Campbell | Jul 11, 2022

Optimizing Capacity in Your Auto Insurance Policy

Education
Insurance
For many people, structuring their auto insurance policy comes down to obtaining the greatest amount of coverage at the lowest cost. Because auto insurance has
Read More
Wind turbine.
Scott Campbell | Jul 6, 2022

Why Should I Buy an Annuity?

Insurance
Annuity
Annuities are more than just financial products. They are financial solutions that fill a need or address a concern, whether it is for tax savings, guaranteed
Read More
Mother and child working on a laptop together
Scott Campbell | Jul 4, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
Students studying around a table.
Scott Campbell | Jun 29, 2022

Affording an A+ Education

Education
College
Family
Too wealthy for financial aid and too strapped to pay out of pocket? Turn to other options.
Read More
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Scott Campbell | Jun 27, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More
Child running on wooden bridge.
Scott Campbell | Jun 22, 2022

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Education
Savings
Lifestyle
Family
Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought
Read More
Compass on wood table.
Scott Campbell | Jun 20, 2022

The Biggest Reasons to Own Life Insurance

Insurance
Family
Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic
Read More
Dandelion blowing in the wind.
Scott Campbell | Jun 15, 2022

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

Education
Investments
Tax Planning
Lifestyle
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal
Read More
Person sitting on dock staring out at water.
Scott Campbell | Jun 13, 2022

When Whole Life Insurance may be the Best Option

Education
Estate Planning
Insurance
For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents
Read More
Two yellow balloons with smiley faces on them
Scott Campbell | Jun 8, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More
Kids sitting on a bench.
Scott Campbell | Jun 6, 2022

Everything you Need to Know About Buying a Life Insurance Policy

Education
Insurance
Family
If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to
Read More

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Office

555 Anton Blvd, Suite 150
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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