Explore Life & Money

Let’s be honest: financial planning can be confusing, stressful, and just plain boring. But when you focus on the kind of life you want—the goals, needs, and dreams you have for yourself and your family—your decisions about money get a lot easier. We’re here to help you explore the financial topics that matter to your life.

Looking for more in-depth guidance? Talk to your advisor to create a financial plan for your specific needs and goals.

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Photo of a man who learned how tax reform will affect him.

Brush up on tax know-how here. It may help minimize your tax bill and avoid blunders that could cost you money.

5 minute read
Two Principal retirement plan participants who have used their retirement savings accounts to manage taxes.

You’ve probably heard that retirement savings accounts are “tax advantaged” – meaning you don’t pay taxes on money you put into those accounts until you withdraw it in retirement. 

5 minute read
Photo of a man who is preparing for tax season.

Here are 5 things you can do to get ready for the 2019 income tax season so you’re ready when it’s time to file.

5 minute read
Photo of a large and small change gar depicting that you should use some of your tax refund responsibly.

It can be really tempting to splurge with your tax refund. We’ve got 5 ideas that keep the “fun” in your “refund” while letting you be responsible and strategic with your money.

4 minute read
Photo of a man and a woman plugging in their electric vehicle.

A little tax planning now can go a long way toward helping you keep more of your money next year. Learn about potential savings from tax credits and deductions.

8 minute read
Couple who is looking into options for lowering their taxes.

2018 is history, but your ability to lower your 2018 taxes might not be.

3 minute read