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      video by Principal
      This piece is approved to use with clients.

      Why you need a will and how to create one

      Sep 12, 2022


      If you have assets, financial accounts, children, or all of the above and then some—you need a will. Watch and learn the importance of a will, six simple steps you can take to create one, and how protect your retirement savings and other funds. Ensure your wishes are known and learn how to help secure your loved ones’ financial future should the unexpected happen.

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      Lessons in Behavioral Finance: Bequest Intentions and Expectations of Older Adults

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