◀ The Principal Blog

Posts from the ‘Advisors’ category

HZ1226Ideas

“We’ll Figure it Out When We Get There” = Not the Best Plan



I’ve found there are a couple of things that can make nearly every adult cringe: Shopping during the holiday season, and Going to an amusement park with a large group during the heat of the summer. In the first scenario, you’re dealing with crowds of people, empty shelves and, for those that…

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Not Sure I’m “Buy-in” All of These Claims About Buy-in Annuities



A recent reading of marketing materials for a pension annuity product known as a “Buy-in” unexpectedly took me on a trip down memory lane. Like many children growing up in the 1970s, after getting home from school I would make a bee-line to the TV to watch reruns of cartoons and sit-coms on the…

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