Rachael Camp, CFP®
@camp_wealth
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I create financial plans to help you secure 'work optional' status. | Co-host of Becoming Work Optional pod | Owner of Camp Wealth | Tweets ≠ advice
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Joined May 2022
My goal is not to retire. My goal is to own my days and choose the projects I want to work on. My goal is to work from a mindset of impact, not money.
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One of the easiest tax strategies I see rarely talked about: Passing on assets to maximize after-tax value. Be strategic about: - Gifting during life vs passing on at death - Tax status of the person/institution receiving the inheritance - Keeping vs removing from your estate
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"I want to be sure my spouse is taken care of if something happens to me." One of the most common reasons I experience for engaging a financial planner. And some of the proudest moments of my career is watching over the widowed spouse who lost the money conscious partner.
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@TKopelman Do you find a lot of them have a net worth goal? Most people I work with have no idea or just provide a random number that sounds good
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Every month I answer one money question to help you become work optional. Join over 3,000 readers here:
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That's a wrap! 1. Follow me @camp_wealth for more tips on creating a work-optional life. 3. RT the tweet below to share 👇
An estate plan saves your family from financial & emotional turmoil. But, as a financial advisor, it’s the #1 thing I see clients put off. Here's everything you need to know (to get started today):
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