Campbell & Associates is a Boulder, Colorado-based financial planning, tax preparation, wealth management, accounting and bookkeeping company

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HEPFUL TOOLS FOR PREPARING YOUR TAXES (Printable PDFs) |
FIRM FOUNDATION to pursue FINANCIAL FREEDOM |
Whether your goals are to create a firm foundation for small business growth or to achieve financial freedom for yourself and your family CAMPBELL AND ASSOCIATES is the team to put to work for you. |
ENERGY INTEGRITY EDUCATION EXPERTISE STRAIGHT TALK |
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We are uniquely positioned to help you design and implement a Financial Plan with the objective of purusing wealth and working toward financial security. |
FINANCIAL PLANS TAX STRATEGIES INSURANCE |
As our client you can expect to receive:
Our team is focused on streamlining and simplifying systems to protect and empower you, our client. We will present options, make recommendations, actively participate in decision making while managing documentation and deadlines on your behalf. |
Newsletters
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.