Charles Cline - Financial Advisor at Principal

05/27/2026

You can't withdraw money from your retirement accounts too quickly, or you risk draining the balance to $0 while you still need the money

yahoo.com

05/19/2026

Accessible financial education can help make a positive impact on employee engagement and retention. If you're ready to support your team's financial future, I'd love to share how our employee financial education program can help.

Let's connect.

05/12/2026

Want to make financial education easier for your employees? The employee financial education program might be right for your company.

Let's connect.

05/07/2026

Using Schwab's pension calculator, you would need to invest your $150,000 at a 7.03% rate of return just to match the income of your $1,200 monthly payments over your life expectancy

yahoo.com

05/05/2026

Retention matters. Support your employees with a customized financial education program—to help foster a stronger, more engaged workforce.

Ready to empower your team? Contact me to get started.

04/30/2026

savers have plenty of questions about a recent executive order that opens a path for alternative investments, such as private equity, real estate and digital assets, in 401(k) plans

advisorperspectives.com

04/29/2026

Financial professionals do more than just manage assets—they help protect businesses, help them grow, and help them plan for the future.

From retirement planning to business protection strategies, having the right financial professional can make all the difference. This article highlights key ways financial professionals add value and support long-term business success.

If you're a financial professional, let's discuss how we can work together to bring these strategies to your clients.

principal.com

04/28/2026

Small business owners know retaining top talent is tough. A tailored financial education program can help you support your workforce and keep key employees engaged.

Contact me today to explore the employee financial education program.

01/07/2026

2026 will be defined by paradox. Markets are buoyed by innovation, resilience, and policy support, yet fragile in the face of structural shifts, elevated valuations, and geopolitical uncertainty. As investors navigate this late-cycle environment, discipline and agility will be critical.

Here's a closer look at key insights from Principal Asset Management℠: https://www.principalam.com/us/insights/macro-views/2026-perspectives

01/06/2026

2026 will be defined by paradox. Markets are buoyed by innovation, resilience, and policy support, yet fragile in the face of structural shifts, elevated valuations, and geopolitical uncertainty. As investors navigate this late-cycle environment, discipline and agility will be critical.

Here's a closer look at key insights from Principal Asset Management℠: https://www.principalam.com/us/insights/macro-views/2026-perspectives