Got financial questions? Jeffrey T. Douglass, a Financial Advisor at The Principal Financial Group, has the answers.

Patrons can receive free, no obligation, reliable financial information from Mr. Douglass as part of our Ask A Financial Advisor series, and phone appointments are available on Wednesday, January 20, and Thursday, January 28.

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 this program is required, and you can sign up for a personal phone call from the Financial Advisor through our Online Calendar.


Published on January 15, 2021.


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