Posts from the ‘Retirement’ category

Advisors, using social media personally can help you better understand how to leverage it professionally



My dad and I don’t see eye to eye when it comes to technology. Simply put, I use it to do things faster, easier and cheaper. For example, my smartphone allows me to communicate, navigate, surf the web, play games, organize my life and do so much more. My dad, on the other hand, purchased a flip…

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Might be new to blogging, but I’m totally TRUSTworthy



My name is Jonathan Kelly, and I’d like to start by introducing myself. I have nearly 20 years of experience working in Trust Services, with the last year and half at the Principal Financial Group®. In my first two weeks, I traveled from my home office in Dallas, Texas, to Wilmington, Del., to…

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