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Articles

Child running on wooden bridge.
Scott Campbell | May 11, 2022

Habits of a Savvy Saving Family

Education
Savings
Family
When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income
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Handshake
Scott Campbell | May 9, 2022

Protect Your Business (and Your Family) with a Buy-Sell Agreement

Insurance
Family
Imagine the following scenario: You run a successful business with your business partner of 20 years. Your business partner dies unexpectedly. After the funeral
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Google home.
Scott Campbell | May 4, 2022

Investment to Watch: Smart Home Technology

Investments
The term “smart home” sounds like something out of a movie on Syfy or a place where intelligent people go to converge. Yet, the concept isn’t new by any means
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Large house.
Scott Campbell | May 2, 2022

High Net Worth Families Need a Complete Risk Management Plan

Insurance
Risk Management
Family
Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem
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Woman holding coins in hands.
Scott Campbell | Apr 27, 2022

Retained Life Estate: Open the Door to Tax Charitable Deductions

Education
Estate Planning
Tax Planning
Real Estate
A home is a place to rest your head, to create memories, and to cook dinner. It’s where your pets are—your family. What people most often forget about their
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Two men sitting at a table and having a conversation
Scott Campbell | Apr 25, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Hospital hallways.
Scott Campbell | Apr 20, 2022

What are Disabilities Policies and Why Would You Need One?

Education
Insurance
Disability
The prospect of suddenly having to face life with a disability that limits your ability to work in the way you’re used always seems unlikely. Disability is
Read More
Business person pointing at laptop screen.
Scott Campbell | Apr 18, 2022

Insuring Lifetime Income Sufficiency with a Split Annuity

Retirement
Annuity
Annuities have provided retirees with a safe and secure retirement solution for generations.  Deferred annuities have been a solid way to accumulate retirement
Read More
Skyscrapers
Scott Campbell | Apr 13, 2022

Robots versus Humans: Financial Advisers for the Digital Age

Technology
Robo Advisors
The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients
Read More
Elderly woman doing yoga in a park
Scott Campbell | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Person with a walker.
Scott Campbell | Apr 6, 2022

Disability Insurance Tips for Professionals and Executives

Education
Disability
Health
High earning professionals and executives need the ultimate in disability income protection without which they can jeopardize their financial future. It’s not
Read More
Parents holding their child's hands. The child is jumping
Scott Campbell | Apr 4, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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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