◀ The Principal Blog

Posts tagged ‘retirement’

You can’t sell a house without a buyer!



Succession can be hard. My wife and I are learning this first hand as we are about to be empty nesters. As I mentioned in a previous blog our youngest daughter is off to Iowa State University to start the next chapter of her life. As a result, we are attempting to sell our house so that we can…

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10 Tips for Advising Clients on Medicare



Financial Planning magazine stopped by Joe Moklebust’s presentation at the LPL Focus Conference last week in San Diego. Moklebust, Director of Business Development – Retirement Services, advises financial professionals on strategies to help their clients understand the complexities of Medicare.…

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