◀ The Principal Blog

Tips from a mileage junkie: Check your retirement readiness scoreboard

Working on my third coffee, I was anxious to board my flight. I kept an eye on the clock while watching the list of standby passengers mushroom. Growing impatient, I fixated on updates to the flight status. I just wanted to get buckled in and on my way. Of course, I couldn’t complain too loudly.…

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Is fee levelization right for my organization?

I’m starting to hear this question a lot. Which is great news because it means you’ve not only heard about the possible benefits of fee levelization, but you want to learn more. We’re certainly seeing a lot of interest in this topic among advisors, but now it’s time to help clients learn…

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