◀ The Principal Blog

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It Doesn’t Matter How Much You Get Paid, It Matters How Much You Save!



What do you think my clients that are on pace for their retirement objectives have in common? Huge salaries? Mountains of employer stock? Massive inheritances? No! These successful and smart clients all save a large percentage of their income each year. Notice that I didn’t mention how much…

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Why you monitor target date funds



This is the final installation of my blog series on the four stages of a target date investment option (TDF) (read the series). Here, I’ll talk about the importance of monitoring a TDF in a retirement plan’s investment lineup. The Department of Labor has outlined that a plan fiduciary has the…

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