◀ The Principal Blog

Posts from the ‘Retirement’ category

Retirement Wants (all the bacon!) vs. Retirement Needs (floor strategy)

Have you ever taken a moment to envision what your dream retirement would look like? (If not, I highly encourage you to take the next 60 seconds to think about it, or take this fun quiz!) I recently had the opportunity to publically share my dream retirement. In return, I received an illustration…

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Financial advisors: adding a target date fund to a retirement plan lineup

This is part 2 of my blog series on the four stages of a target date investment option (TDF) (see the intro and part 1 – Selection). Here, I’ll talk about considerations for implementation of a TDF into a retirement plan’s investment lineup. You may want to consider making the TDF the…

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