◀ The Principal Blog

Posts from the ‘Managing Money’ category

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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Retirement Wants (all the bacon!) vs. Retirement Needs (floor strategy)

Have you ever taken a moment to envision what your dream retirement would look like? (If not, I highly encourage you to take the next 60 seconds to think about it, or take this fun quiz!) I recently had the opportunity to publically share my dream retirement. In return, I received an illustration…

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