◀ The Principal Blog

The Magic of a Financial Advisor



I was recently in the Tampa, Florida area for a family wedding. Tampa is only two hours from Orlando so you know what that means – another trip to the Wizarding World of Harry Potter at Universal Studios. As I strolled towards Hogwarts Castle I remembered an exchange from Harry Potter and the…

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Retirement Education Reboot: Personalized, Anytime Options Meet New Needs



Before I started educating on retirement readiness and savings, I taught communication courses for adult learners. Even now, I distinctly remember the undercurrent of behavioral change that was bubbling below the surface. Then it was called “online learning” or “distance education,” and I…

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