◀ The Principal Blog

Posts tagged ‘Financial Professional’

One of the best financial choices you can make now. Your future self will thank you.



Are you really planning for retirement like you should? Like really-really? It’s OK. We’re all friends here, so you can be honest. But I have to tell you, most Americans aren’t. Especially those who’ve reached the big 5-0 and are looking to retire in the near future. But have no fear! There…

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Why you monitor target date funds



This is the final installation of my blog series on the four stages of a target date investment option (TDF) (read the series). Here, I’ll talk about the importance of monitoring a TDF in a retirement plan’s investment lineup. The Department of Labor has outlined that a plan fiduciary has the…

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