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Articles

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
Read More
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.
Read More
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
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
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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
Read More
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.
Read More

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Office

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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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