◀ The Principal Blog

Posts from the ‘Retirement’ category

Should you resist your inner caveman? From millennials to boomers, make sure you have all the disability and annuity income protection you need.



I accidentally dropped a penny and a nickel on the cafeteria floor the other day. They both quickly bounced under the checkout counter, out of reach. Nobody saw. So I decided to let it slide and move on, but it did get me thinking … Have you ever lost a pen? Or how about your car keys? An…

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Separation of ownership and work when succession planning



I recently read a book by Robert Galbraith. He writes about Comoran Strike, a private investigator.  Except he is a she.  Robert Galbraith is a pseudonym for J.K. Rowling of Harry Potter fame. So what does this have to do with business succession and Employee Stock Ownership Plans (ESOPs)? A…

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