Richard Loek

  • Real Wealth Weekly
  • AssetLock
Sponsoring a Meetup Group

Sponsoring a Meetup Group

What an exciting time we are in!  We started a meetup group to share some key concepts and programs we have started.  The first meeting is this coming we, “Getting to the Zero % Tax Bracket.”  You are able to join the Meetup here: http://www.meetup.com/Campbell-Financial-Planning-Meetup/ By joining the Meetup you will be notified of upcoming meetings.… Read More

NBA Finals, Game 7

Mary and I are getting ready for game 7 of the NBA Finals.  LeBron is not ready for what we are bringing to the game!  BRING IT LeBron.  Time of Golden State to get their THUG on! So far into LeBron’s head that he is now hearing our voices, his little voice was benched for… Read More

I love the DOL’s new rules

I love the DOL’s new rules

If you have a retirement account  you should pay attention to DOL’s new rules.  Even more specifically, pay attention to how your “financial advisor” responds to this rule. Most “stock brokers” and “insurance agents” have been stomping their feet with anger about this rule becoming a reality.  Why?  It would be, my opinion, that these… Read More

Living on fixed income

Here is a funny way to reduce your expenses.  I think the author is conservative on the savings. Subject: Fw: Home Security for Seniors Now that I’m on a fixed income, I’ve disconnected my home alarm system. I also decided to turn off my external lights and resigned from Neighborhood Watch. To save money I’ve… Read More

Financial Literacy Mastery Series

April is Financial Literacy month To help our community and meet new people we are hosting Financial Literacy Lunch and Learn meetings.  These are slated for each Thursday in the month of April, 2016.  They courses are free to attend and require an RSVP to attend. We recently realized something amazing to ask everyone, please… Read More

DOL Fiduciary Standard

There is about to be a major shake up in the “financial services” industry.  I’ve been a bit jaded by the stuff I have seen done to people in this industry.  Not done for, clearly done to.  The DOL (Department of Labor) is accountable for all retirement assets.  That means, IRA’s, 401ks, 457 plans, 403bs… Read More

Mastery – overcoming fear, letting courage win

Fear – no matter who you are, fear plays a role in our lives.  Overcoming Fear – During this engaging event we will discuss fear and look for its sources. Register for Free! Fear – one of the key components of limiting one’s self.  In this insightful and engaging evening, we will discuss fear and… Read More

Skip to toolbar