Plan Ahead. Get Ahead.® Winter 2011 Issue
Plan Ahead. Get Ahead. features financial, how-to articles designed to help retirement plan customers from the Principal Financial Group® (The Principal®).
Inside this Issue
- 2012 Financial Outlook
Finance editor Jean Chatzky shares her top three predictions for what's to come in the New Year. - How Much Is Your Lifestyle Costing You?
Simple changes in how you spend (such as dining in more often) can help you save more than you might expect. - Create a Budget (and Stick to It!)
A budget may help you stay focused on both short- and long-term financial goals. - Save on Your Taxes Before Year's End
There's still time to shrink your 2011 tax bill. - How Much Do You Need to Retire?
Planning ahead can improve your chances of living the retirement lifestyle you desire. - The Value of Assistance from a Financial Professional
Working with a financial professional may improve your chances of reaching your long-term savings goals. - Close to Retiring? Make Sure You're Ready.
Fine-tune your plans as retirement nears. - Take Advantage of Catch-up Contributions
Give your retirement savings a lift and help make up for lost time.
Download a Print-friendly Version of this Issue
Getting Started (PDF: 1.4 MB)
- Typically ages 18-34
- Just starting a career, new job, or saving for retirement
- Just learning how to save and invest
Finding Balance (PDF: 1.4 MB)
- Typically ages 35-49
- Balancing spending today and planning for the future
- Wondering if you're on track for retirement
Nearing Retirement (PDF: 1.2 MB)
- Typically ages 50-65
- Want confidence to have enough money during retirement
- Wondering how to turn savings into retirement income

