Kampstra Wealth Management

09/25/2026

Whatever your timeline, retirement requires thoughtful planning. If you're hoping to retire early or just preparing for the possibility that retirement may come sooner than expected, asking yourself questions like these can help you make more informed decisions.

Whatever your timeline, retirement requires thoughtful planning. If you're hoping to retire early or just preparing for the possibility that retirement may come sooner than expected, asking yourself questions like these can help you make more informed decisions.

09/18/2026

Younger employees are placing greater responsibility on employers to help them prepare for retirement, according to J.P. Morgan.

Younger employees are placing greater responsibility on employers to help them prepare for retirement, according to J.P. Morgan.

09/12/2026

The uncertainties of life are wide-ranging, and many of them can threaten the financial security of you and your family. Insurance can help.

The uncertainties of life are wide-ranging, and many of them can threaten the financial security of you and your family.

09/05/2026

Many employers offer financial wellness and planning resources as part of their workplace benefits. Although these programs can’t guarantee better outcomes, a recent study found that employees who participated in financial education provided by their employer were more likely to report several positive financial behaviors and attitudes.

Many employers offer financial wellness and planning resources as part of their workplace benefits. Although these programs can’t guarantee better outcomes, a recent study found that employees who participated in financial education provided by their employer were more likely to report several pos...

08/28/2026

The staff of the U.S. Securities and Exchange Commission (SEC) has issued guidance that removes barriers that have prevented pooled employer plans (PEPs) from investing in collective investment trusts (CITs).

The staff of the U.S. Securities and Exchange Commission (SEC) has issued guidance that removes barriers that have prevented pooled employer plans (PEPs) from investing in collective investment trusts (CITs).

08/24/2026

Several law firms have recently challenged the long-standing and common practice of vesting schedules (which reward tenure by increasing the participant’s ownership in those contributions in proportion to their years of service), arguing that using forfeitures to offset employer contributions is not in the best interests of participants or beneficiaries, as ERISA requires.

Several law firms have recently challenged the long-standing and common practice of vesting schedules (which reward tenure by increasing the participant’s ownership in those contributions in proportion to their years of service), arguing that using forfeitures to offset employer contributions is n...

08/13/2026

The U.S. Department of Education has introduced a temporary incentive that could save many federal student loan borrowers hundreds—or even thousands—of dollars over the life of their loans.

The U.S. Department of Education has introduced a temporary incentive that could save many federal student loan borrowers hundreds—or even thousands—of dollars over the life of their loans.

08/06/2026

Philadelphia has become the first city in the nation to establish its own automatic workplace retirement savings program. Known as PhillySaves, the program is designed to help private-sector employees who do not have access to a workplace retirement plan begin saving for retirement through automatic payroll deductions.

08/02/2026

Talking with your parents about finances, taxes, and estate planning can feel uncomfortable, but it’s one of the most meaningful ways to support them and honor their wishes. This guide is designed to help you start those conversations in a respectful, natural way, focused on what matters most to them.

Planning Smartly for the Future, Together Talking with your parents about finances, taxes, and estate planning can feel uncomfortable, but it’s one of the most meaningful ways to support them and honor their wishes. This guide is designed to help you start those conversations in a respectful, natu...

07/08/2026

Summer is here, and you know what that means - its reading season! Boost your financial literacy from the beach with one of our book recs.

Summer's here, and you know what that means - its reading season! Boost your financial literacy from the beach with one of our book recs.