If you’ve been concerned when it comes to matters of finance, don’t worry, you aren’t alone. That’s why we’re bringing back Jeffrey T. Douglass, a Financial Advisor at The Principal Financial Group, for another round of Ask A Financial Advisor.

Our patrons can receive free, no obligation, reliable financial information from Mr. Douglass during a one-on-one phone appointment on Tuesday, February 9, or Wednesday, February 17. Common questions and discussion topics can include:

  • How will the new Stimulus Package impact me?
  • Investing in a recession… can I reduce risk?
  • Should I rollover my 401(K)s and how much does it cost?
  • Understanding your group benefit options after a layoff.
  • Do I need to take an RMD this year?
  • What features of the SECURE Act and CARES Act apply to me?
  • Where should I invest during a recession?
  • How do I build a plan for myself?

Registration for Ask A Financial Advisor is required, and you can sign up for a personal phone call from Mr. Douglass through our Online Calendar.


Published on February 3, 2021.


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