◀ The Principal Blog

Posts tagged ‘retirement’

Benefits of ESOPs in a volatile market



Volatility in the financial markets makes many people nervous – particularly those that are preparing to retire. It is reasonable to worry about if they will have enough money and when is the right time to embark on the next chapter of their life. An Employee Stock Ownership Plan (ESOP) can help…

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Death, Divorce, Retirement—and the Tax Cut and Jobs Act



As our team travels the country, we often run into unique circumstances that lead us to strategies we believe will help our customers. Whether it’s an unexpected tax law change or life event, the beginning of 2018 reminds us of the old axiom, “the only constant in life is change.” Like many…

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