◀ The Principal Blog

Posts from the ‘Value Add’ category

Social Security Benefits: It’s All in the Timing



Social Security is a huge part of retirement planning. And the very first decision people make about this critical benefit — when to start Social Security benefits — may be the most important. If you take benefits too soon, you’ll receive a smaller check each month. But if you wait, you’ll…

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Is Jargon Getting in Your Way?



Think about the conversations you have with your current and prospective clients. They may nod, smile, and comment at the right times, but do they really understand everything you’re saying? We’re not talking about smarts. Your clients are bright and successful folks. It’s up to the financial…

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