Jeff King - Financial Advisor

09/01/2026

Poor Donkey Kong didn't stand a chance against my 3 year old's recently discovered love of markers.

08/28/2026

I had a great time yesterday representing Principal at the resource fair provided by the Clovis Senior Center.

They have an amazing facility, and there are always great connections to be made with our Clovis locals and the other vendors in the senior care industry!

08/26/2026

One client I've developed a particularly close relationship with first reached out to me after his wife tragically passed away.

They were recently retired, and she was the one who handled the finances. He and his daughters, who helped him through this process, had many questions - wondering whether he'd be able to keep the house they had just moved into was near the top of the list.

After getting to know each other for the first hour or so, we set out to see what could be done.

The first step was to find out what we're dealing with.

They told me everything they could about the situation - mom had a pension, dad had some employee stock, there was some other kind of account with Computershare... mostly bits and pieces that required some extra research to find.

We also walked through how much was owed on the house, monthly expenses, etc. to try to see how big of a gap in income we were dealing with.

Ultimately, we uncovered about $200,000 in assets we could work with, with about a $500 per month gap between income and expenses.

With some work, we were able to...
-find an income annuity that provided guaranteed income for the needed amount, plus a little extra with $70,000
-Complete his emergency fund with $30,000
-Use the remaining $100,000 to invest in a diversified portfolio with moderate volatility for sustainable long-term growth
-Set up a plan to make sure his RMDs were taken care of
-Minimize the effect of capital gains as we sold his long-held employer stock with the help of a CPA partner

It was some work, but this is exactly the kind of opportunity I prayed for when I left teaching to get into this industry. And it is very rewarding to me to be able to give genuine help to people who need it.

08/25/2026

Burnout for healthcare professionals is a real issue.

There are many causes, but even if we just look at the surface of busy schedules and demanding jobs, it's easy to see how stressors can pile up quickly.

Many do not feel confident that they are doing enough to meet their financial needs for the long term, but don't have the expertise or the time to manage it on their own.

This article highlights a study showing how taking steps to become more confident in your finances can affect overall health by lowering the stressors outside of work - worth considering for anyone in the field!

tiaa.org

08/24/2026

It's great to hear a top executive like Kelley explain how Principal® supports her team so they can take better care of patients.⚕️
https://www.youtube.com/watch?v=yePtZToIN5A

youtube.com

08/21/2026

I'm offering a complimentary financial review, so let's connect to determine if your financial journey is moving in the right direction—contact me today for a no-obligation review!

08/17/2026

The most meaningful part of this career to me is becoming a genuine part of people's lives.

I love seeing the trust that gets built as we provide tools and insights to help clients care for themselves and their families!

www.usatoday.com

08/14/2026

529 plans now cover more K–12 expenses—from tutoring and testing to digital learning—expanding how families can fund education earlier.

https://livesocial.seismic.com/aSPgZc

08/14/2026

Confidence in Social Security is declining and that may be influencing how employees save and plan for retirement. Explore 5 common myths and what they may mean for your retirement plan.
https://livesocial.seismic.com/aF6kx5

08/13/2026

A shift in Social Security could reshape retirement decisions. Are your employees and your plan ready? Lance Schoening, director of policy at Principal®, breaks down how potential Social Security changes could influence participant decisions.
https://www.principal.com/businesses/trends-insights/social-security-crossroads-what-reform-could-mean-retirement-plans?utm_medium=socialselling&utm_source=socialchannel&utm_term=livesocial_SS_video