Books
Beyond the Money
Are you tired of second-guessing your retirement decisions?
What if we haven’t done enough? And what if I’m ready to retire — but afraid to take the step? These questions echo in the minds of even the most successful people.
For more than thirty years, as a CPA and CFP®, author Jackie Campbell has met with thousands of individuals, families, business owners, and first responders who spent their lives working hard, saving diligently, and showing up for everyone else, yet still wonder if they’re truly prepared for what’s next.
In Beyond the Money, Jackie provides timeless guidance and a clear path to help you enter retirement with wisdom, peace, and confidence. This isn’t just about finances — it’s about designing the life you’ve worked so hard to build and finally giving yourself permission to enjoy it.
True wealth isn’t only measured in statements and spreadsheets — it’s found in family, memories, meaning, and the legacy you create along the way.
Let Beyond the Money guide you into this next season with calm, confidence, clarity–and maybe even a little confetti.
Be Prepared
If you were in a car accident or had a serious health crisis today, would your loved ones be prepared to handle your affairs? If not, it’s time now to take action! This is especially true if you are in the ‘Red Zone’ of retirement. When a loved one passes on without their financial affairs being in order, the hardship and stress for the family can be quite staggering. The time-consuming part is knowing what information is needed and where to store the information so that everyone will know where to find it.
This book will help people just like you with a step-by-step process for organizing and storing all of your important documents. It’s time to clean up your messes. Give your loved ones peace of mind by investing some time to get organized with our storage system and filling out your very own My When File™.
You can create clarity, confidence, direction and peace of mind for you and your loved ones in just a few easy steps with the checklist, forms and organization system. We encourage you to provide a copy of your My When File™ to your family, financial professional, accountant, attorney and executor annually.
This will ensure that everyone will have documentation of your life and know exactly where to find it.
