Posts tagged ‘tax’

A New Year Presents New Planning Opportunities

Happy New Year from the Principal Advanced Retirement Team. The beginning of the year presents a fantastic opportunity to start fresh. It’s also a great time to look at your financial situation and find opportunities. Here are few things to consider based upon the tax code in your 2018 planning:…

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Double Dipped

As I think back over the nine seasons and 180 episodes of Seinfeld, there are too many blog worthy moments to mention (and only a few of them are even appropriate enough to consider).  One of my favorites is from episode 19 in season 4: This episode did…

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