◀ The Principal Blog

Posts from the ‘Value Add’ category

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Transfer More of Your IRA Assets to Your heirs, Not Uncle Sam



After a long career and a lifetime of careful planning, you know you’ll be able to leave a financial legacy for your heirs. What you don’t know, however, is how to do that without handing over a sizeable chunk of your savings to Uncle Sam. One strategy that may help to preserve assets you hold…

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8 X-Factors Sales Professionals Need to Consider Before Sharing Content on Social Media



Twenty years ago, I remember getting some good advice from one of my first mentors. He said, “Always be prepared and always have a plan.” He not only preached it, but required an agenda for every client meeting as well as a detailed strategy document for any project. After a few client…

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