◀ The Principal Blog

Posts tagged ‘Consulting’

Four considerations when merging retirement plans



Memorial Day marks the unofficial start of summer, which also marks the unofficial start of ice cream season.  My dad is known as the homemade ice cream king of his county.  For sixty-five years all he made was vanilla – which was always a big hit.  And then he shocked us – he decided to…

Read more

Tax Day due diligence

It’s Tax Day – Time to Celebrate (unless you didn’t do your due diligence)



For individuals and business owners alike, April 15 has been looming large on the calendar since the beginning of the New Year. Over the years, I’ve come to discover that people are generally in one of two camps when it comes to filing taxes: one, those that rush to the mailbox every day looking…

Read more

Recent