◀ The Principal Blog

Posts tagged ‘financial advisor’

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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What New Year’s Resolution Do You Prefer: An Hour at the Gym Every Day or an Hour (Total) With a Financial Professional?



So there I was, 6 p.m. at the gym, exactly one week after Thanksgiving. The place is buzzing. Sweat and calories flying in every direction. Up-beat music, excitement, hope, determination and people (tons and tons of people – most of whom I haven’t seen before, and may not again after…

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