◀ The Principal Blog

Posts from the ‘Value Add’ category

Getting the Most Out of Medicare



Retirees’ most commonly identified retirement threat is reduced Medicare benefits. That’s ahead of reductions in Social Security, market volatility, and insufficient retirement savings. Medicare pays for a big share of retirees’ health care expenses — nearly half, in fact. However, it…

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Dodge the Tax Torpedo



Your clients plan for their golden years. But those unaware of the Social Security “tax torpedo” could see their plans taking on water.

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