◀ The Principal Blog

Posts from the ‘Retirement’ category

Financial advisors: retirement education for target date funds



This is part 3 of my blog series on the four stages of a target date investment option (TDF) (see the intro;  part 1 – Selection; and part 2 – Implementing). Here, the topic is education about TDFs in a retirement plan. It’s important to note that ‘effective employee…

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Don’t Blame the Turkey – 5 Tips You Can Use Now to Start the New Year Right



Is it just me, or does anyone else feel like we bypassed Halloween and Thanksgiving and went straight to Christmas? I kid you not, winter holiday decorations began emerging in malls, towns and stores in September. The recent Starbucks controversy has not exactly helped the “pumpkin spice”…

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