1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2017The Kiplinger Washington Editors
See All Authors »
Campbell Wealth Management
Evan is a Wealth Manager with Campbell Wealth Management in Alexandria, Va.
Evan is known for his knowledge of the planning issues that arise in retirement, including Social Security. He has instructed classes throughout the Capital region on these topics. Much of his time is spent helping recent widows and widowers with financial planning issues.
Making further education a priority, at the age of 26, Evan earned his CERTIFIED FINANCIAL PLANNERâ„¢ certification becoming one of only 3.3% of CFPÂ® practitioners in their 20s. He has an executive certificate in Financial Planning from Georgetown University and is an Accredited Wealth Management Advisor, an industry designation awarded to those with specific planning knowledge for high net worth individuals.
It's a good problem to have, but the nation's wealthiest folks have a few extra challenges to address when making decisions about their withdrawal plan in retirement.
See More From: Building Wealth
I've seen too many people get too late a start on these four essential retirement checklist items.
The good times have been rolling on Wall Street, but will you be ready when things change?
There are 576 ways to collect Social Security. The option you pick will have a direct impact on your spouse.
From Social Security benefits to budgeting for health care, strategies that help ensure a secure retirement for men may not work for most women. Hereâ€™s what they need to consider.