◀ The Principal Blog

Posts tagged ‘advisors’

PSCA Snapshot Survey reveals opportunities for plan sponsors and how advisors can help



This past summer, my wife and I moved into a new community. As in most communities, there is a robust recycling program. The only problem is figuring out the rules. Specifics aren’t written anywhere, but I’ve learned through trial and error that you need to keep paper separate from plastic and…

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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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