◀ The Principal Blog

It Doesn’t Matter How Much You Get Paid, It Matters How Much You Save!



What do you think my clients that are on pace for their retirement objectives have in common? Huge salaries? Mountains of employer stock? Massive inheritances? No! These successful and smart clients all save a large percentage of their income each year. Notice that I didn’t mention how much…

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Implement Financial Recommendations that are based on your Specific Objectives



Anyone who has gotten married or gone to a gym knows that others enjoy providing unsolicited advice. And the majority of their advice is based on what worked for them, and not necessarily what is best for you. Imagine if doctors also did this and only gave health recommendations based on what they…

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