Financial Wellness

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. 

• How to get started with a budget 

• Impact of COVID-19 on finances 

• Downsize debt  

• Repay student loans  

• Credit card management  

• Building an emergency fund 

• Have you done a midyear financial checkup?  

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.  

• Principal's monthly Webinar series is another great resource, and participants can check out past videos at principal.com/learnnowondemand

• This link is meant for participants who are approaching retirement (age 55 and above): https://www.principal.com/retire

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