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.

  • Photo of resources needed for organizing personal finances.

    5‐steps to organizing personal finances

  • Photo of a mom and daughter who has protected their future with life insurance.

    What kind of life insurance do you really need? A quiz

  • Woman who made the correct choice for her 401k based upon her future goals for retirement.

    Making the right choice for your 401(k)

  • Mother and father who learned more about opening an IRA.

    Opening an IRA: 3 steps to get started

  • Woman who learned what retirement account option is right for her based upon her goals.

    Retirement savings account options: IRAs and 401(k)s

  • Couple who has kept more of their hard-earned money by using tax-smart strategies.

    Tax-smart strategies

Financial education

Your financial goals are unique and so is your path to get there. In less than 30 minutes, you can learn more about a financial topic that matters to you.

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Have an account with Principal®?

Access it online to see investments, coverage, and more.

Find your Retirement Wellness Score

Use our planner to see if you are on track to meet your retirement goals.