◀ The Principal Blog

Posts tagged ‘advisors’

Car warranties, retirement plans and advisor scenarios

The car my wife drives recently starting making an odd noise. We’ve owned the car for 63 months and have 58,000 miles on it.   The dealership service department determined it was a faulty transmission, and needed to be replaced.  63 months says I’m outside my 60/60,000 powertrain warranty. …

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Implement Financial Recommendations that are based on your Specific Objectives

Anyone who has gotten married or gone to a gym knows that others enjoy providing unsolicited advice. And the majority of their advice is based on what worked for them, and not necessarily what is best for you. Imagine if doctors also did this and only gave health recommendations based on what they…

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