Campbell Wealth Management October 2017

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CampbellWealth.com • (703) 535-5300 • 700 S. Washington St. Suite 220, Alexandria, Virginia 22314

Raise High the Black and Gold

The Campbell family kicked off the new school year with great news. After a summer touring the country and playing in a number of baseball showcases and tournaments, Connor received an offer from the University of Maryland! Yes, he did sign with the Division I, Big Ten school. We’re all pretty excited for Connor, though I doubt we’re as excited as he is. At home, Carter has discovered a newfound love of fishing. All summer long, he fished off our dock and reeled in three or four catfish every single time. Now, it seems that all he can think about is taking a fishing trip (or, if he gets his way, several fishing trips). He even wants to do some deep-sea fishing. As a dad, it’s a lot of fun to see Carter find yet another interest. Codie will admit she’s not as excited for school as her brothers (or her parents). But I know she’ll do great this year. Even if she says she’s not looking forward to school this year, I know she’s still a little excited. After all, on the first day of school she was up at 5:30 in the morning and already dressed and ready to go. That’s impressive and may bode well for the months to come. This is the first year Kim and I made the kids get up by themselves — no parental assistance. In the middle of August, Kim and I went up to Saratoga Springs, New York. As I mentioned a few months ago, Kim

was invited up to Equestricon to do a book signing. We had a great time, Kim autographed a ton of copies of “ The Eye of the Storm ,” and we met Ron Turcotte, the jockey who rode Secretariat through the Triple Crown in 1973. We even got a picture together! As for the company, things have been going well. I’m excited about our team as we go into Q4. Everyone had a great summer and really made the most of it. We hosted a staff retreat at the Campbell household and afterwards we were able to spend some time together and relax out of the office.

And, going into the fourth quarter, I want to send my appreciation to both the team and our clients. Our team has done a wonderful job this year. They all contribute something special to Campbell Wealth, and so much of what we do would not be possible without them. The same can be said of our clients. You keep us going, and when it comes down to it, you make it worth it. So, thank you! I’m excited to see what the last quarter — and 2018 — has in store for all of us.

Kelly Campbell

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4 Ways You May Be Able to Prevent Dementia Before It Starts

Awareness pays off. Over the last year, the IRS has reported a steep decline in the number of identity theft cases. According to the Associated Press, in 2015 there were around 700,000 reported cases of identity theft. In 2016, that number fell to 377,000. In the first half of 2017, the number of cases topped off at 107,000. In recent years, more and more identity thieves have turned their attention to the IRS. Thieves use stolen personal information to submit fraudulent tax forms. When the tax forms are processed, the IRS then sends the tax refund to the thieves, not realizing they are sending checks to the wrong individual. Thieves primarily look for social security numbers, birth dates, and other income information. They can get this >Page 1 Page 2 Page 3 Page 4

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