◀ The Principal Blog

Posts from the ‘Estate Planning’ category

Why the Estate Tax Hype is Overrated



Do you hate taxes, or do you hate paying more than your fair share of them? Is your concern how much you pay in taxes or how much you keep of your income and assets? I had a relative who never made over $30,000 per year in income his whole life, yet put all his retirement savings in municipal bonds…

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What Ironman Taught Me: Anything is Possible



Growing up in Maine I’ve always enjoyed the outdoors and staying active, continually looking for ways to challenge myself. In my spare time I like to hike, bike and run to stay in shape. Although I live in San Diego I find ways to escape to the mountains several times a year to ski or hike…

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