◀ The Principal Blog

Posts tagged ‘401(k)’

Pork Bellies and Yahoo



In my last blog, I gave you some tips on deciphering clients’ hidden needs—in order to make retirement readiness conversations more effective. Today, let’s dig into an additional area of opportunity: changing the way we discuss retirement plan lineups. Let me start by taking you back to my…

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Digging can lead to a “ruff” retirement



I have three pets named after the TV sitcom Seinfeld.  My cats Kramer and Newman, and my dog Cosmo. Cosmo is a miniature golden doodle.  By nature this breed is very smart and Cosmo is no exception. Even though he is smart and knows better, Cosmo is a digger.  The other day I left Cosmo in the…

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