◀ The Principal Blog

Posts by Todd Cowman, Senior Consultant

turkey, black friday, plan

Thanksgiving, Black Friday and a Retirement Strategy



‘Tis the season. The planning is under way. To be honest, the planning started long before now. It actually started around the same time the department stores started decorating for the holidays which seemed to begin just after Labor Day this year. I don’t remember how it got started but for…

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leaves, autumn, retirement

How does a financial adviser play a part in securing a participants ability to retire?



As summer slowly turns to fall and everyone’s focus shifts from lazy summer days at the pool and family vacations to back to school and football, many begin to wonder where their summer went (my kids are not alone). While I enjoy the summer season and everything it offers, it’s fall that I get…

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