◀ The Principal Blog

Posts tagged ‘Tax Exempt’

Something to Celebrate

In May, my youngest graduated from college. Not only that, she got the job she wanted in her field. Break out the champagne — she’s done and on her way. Better still, my wife and I are done with tuition payments. In my last blog, I talked about the latest 403(b) survey from Plan Sponsor Council…

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What do lawn mowers and retirement plans have in common?

It’s important to keep true objectives in mind when trying to figure out what people want and need. Most people don’t buy lawn mowers because they want lawn mowers. They buy lawn mowers because they want short grass. Short grass is their true objective. What does this have to do with…

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