◀ The Principal Blog

Posts tagged ‘TRUSTS’

Might be new to blogging, but I’m totally TRUSTworthy



My name is Jonathan Kelly, and I’d like to start by introducing myself. I have nearly 20 years of experience working in Trust Services, with the last year and half at the Principal Financial Group®. In my first two weeks, I traveled from my home office in Dallas, Texas, to Wilmington, Del., to…

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Tips on Making the Most of Your Financial Plan



One of the smartest things you can do as an individual is work with a financial professional. According to research* from the Principal Financial Group®, people who work with an advisor said they: Were significantly more prepared for a comfortable retirement. Made solid progress toward their…

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