◀ The Principal Blog

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Stuck in the Middle



Covering your everyday living expenses while also setting aside money for retirement is hard enough. But throw in saving for college and helping aging parents, and preparing for retirement can seem like a far-off dream. If these challenges sound all too familiar, you may be part of the “sandwich…

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7 questions to ask before a transaction

7 Questions Controlled Groups Should Ask Before a Transaction



Last year at this time, I arrived at my seven year old son’s first baseball practice looking forward to my  job as head coach – my first stint at coaching. I had reserved the practice location, gathered up the equipment and snagged an assistant coach. That was the hard part, right? Wrong!…

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