◀ The Principal Blog

Posts tagged ‘clients’

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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Top 5 Mobile Apps to Get Ahead in 2015



When someone tells you to download a mobile application, you probably smile and nod because it seems like everyone has a favorite one you just have to download…right now. I’ve decided to approach suggesting apps differently, I’ve created a list of mobile applications that can…

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