◀ The Principal Blog

Posts from the ‘Advisors’ category

Timing is everything



One of the most difficult decisions facing a business owner is when to transition ownership. After all, most want to get a fair price. They want to see the company continue to grow and prosper. They want to transition to retirement knowing they did what they could to maintain the company legacy.…

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Breaking down the DOL regulatory package: Taking on a fiduciary position for the first time?



My 25-year college reunion is just around the corner so, I’ve been reminiscing lately about the ‘good old days’. And then, started thinking about my son – a high school senior – going off to college next year. I remember how hard the academic transition from high school to college was for…

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