◀ The Principal Blog

Posts from the ‘Managing Money’ category

Take Action on Your Financial Plan by Simplifying the Decision Making Process



Have you ever received valuable advice, not taken action on it, and then regretted your decision? It has happened to all of us for a variety of reasons: we are too busy, too lazy, too scared, or the task is just too difficult. Regardless of the reason, there can be serious consequences from making…

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Are You Protecting Your Biggest Asset with Disability Insurance?



Retirement savings. College savings. Estate planning. Those are the three topics that most of my clients are willing to discuss with me. These things aren’t necessarily enjoyable to discuss, but most people agree that they are important for a comprehensive financial plan. Then, there is the one…

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