Financial Wellness

Principal

Website:

www.principal.com

Mobile:

www.principal.com/onthego

Phone:  800-547-7754

Hours:

Monday thru Friday

7:00am to 9:00pm CST

CAPTRUST

Website: 

www.captrustadvice.com

Phone:  800-967-9948

Hours

Monday thru Thursday

7:30am to 5pm CST

Friday 7:30am-3pm CST

Below you will find various links to videos and documentation to serve as a resource for staff in their journey to financial wellness. 

Click here to learn more about about your Principal 401(k) plan and navigate the Principal site!

Principal® Milestones—a financial wellness program—will be available to help you live well now and plan well for your future. 

 

 

If you are looking to learn more about budgeting, downsizing debt, saving for retirement or other financial topics, Principal Milestones will have even more tools and educational resources that can help you continue your journey toward financial wellness—at no cost to you. Explore their website now for many free articles and webinars, and when we transition to them, you’ll have access to the areas requiring a log in and to their financial planners.  

 

 

8 steps to a flexible financial plan: Check it out!

Have you done a midyear financial checkup?  Click Here

 

Four signs you’re ready to start investing: Click Here