◀ The Principal Blog

Posts from the ‘Advisor’ category

One of the best financial choices you can make now. Your future self will thank you.



Are you really planning for retirement like you should? Like really-really? It’s OK. We’re all friends here, so you can be honest. But I have to tell you, most Americans aren’t. Especially those who’ve reached the big 5-0 and are looking to retire in the near future. But have no fear! There…

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What New Year’s Resolution Do You Prefer: An Hour at the Gym Every Day or an Hour (Total) With a Financial Professional?



So there I was, 6 p.m. at the gym, exactly one week after Thanksgiving. The place is buzzing. Sweat and calories flying in every direction. Up-beat music, excitement, hope, determination and people (tons and tons of people – most of whom I haven’t seen before, and may not again after…

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