Principal Financial

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Welcome to our Web site where you’ll find a wealth of information in the form of newsletter articles, calculators and research reports.

 

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

 

The Wisconsin Business Center created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals and will give you the opportunity to find a professional to be of assistance to you.

 

If you are interested in a career in the financial services industry, please contact us.  We will help answer your questions and guide you through a process to see if this career matches your goals and personality.

 

Please visit us often as we update our site frequently and wouldn’t want you to miss any developments in the area of personal finance.

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

HOT TOPIC: Inflation Slows But Still Poses Long-Term Threat

After a year in which energy prices hit record levels, most consumers will be surprised to learn that the 2008 inflation rate was almost zero. But don't be fooled into thinking that inflation is no longer a threat to your long-term financial outlook.

Can You Count on Disability Income?

Disability income insurance replaces a percentage of your salary if you should experience a disability that makes it impossible for you to continue working.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

Gauging Investor Sentiment

Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.

More Newsletters →