Mike Conk, CFS, CRPC, CLF

11/09/2022

The economy is hard to understand right now—unemployment is way down, but inflation most certainly is not. How can you figure out how your financial plan will respond to any hard things that might be ahead? The November economic outlook helps you tune out what you don’t need to pay attention to and focus on what can really impact your future.

To learn more about our process and how we help clients work towards achieving their financial goals, please contact me at (484) 435-8861 (call or text) or email at [email protected]. You can also schedule a time for a confidential conversation here: https://bit.ly/3yEe7lE

Accepting uncertainty and digging deep for patience may help you navigate the continually changing economy in 2022.

10/19/2022

Small and midsize businesses with up to 500 employees need your help establishing plans that can help them protect their business, employees, and lifestyle.
Register to hear three quick sales ideas on Oct. 25 at 3:15 p.m. ET. https://bit.ly/3TjtHLu
You’ll hear about Guaranteed Issue Term and existing plan opportunities, a year-end solution for S corporation owners, and how Principal makes it easy to sell life and individual disability income insurance together.

There are big opportunities with small and midsize businesses (up to 500 employees)—and we want to help you succeed in this market. Don’t miss your opportunity to hear three quick sales ideas that you can put into practice during this fast-paced webinar. Your speakers will share how: • The ...

10/12/2022

You’ve worked hard to save for your future. Do you have a plan for how you’ll withdraw your funds so your savings will last throughout retirement? Join the October webinar and learn investing tips as you near retirement.

You’ve been building your financial foundation for years. So when it’s finally time to retire, replacing your work paycheck with a retirement income paycheck—and maintaining a sense of security—requires a solid strategy. Which accounts will you draw from first? How much will you need each mo...

10/10/2022

Know what you have and how much you need. Is there a gap? Here are 3 questions to pressure check your disability and life insurance.

Help protect your paycheck and your family by making disability and life insurance part of your financial plan. Here are 3 steps to make sure you’re covered.

10/07/2022

I've learned you can't control market volatility, but you can take some steps to help ease your worries and protect your retirement savings. Here are some educational tips on investing.

A market dip may cause stress and worry. These investing tips can help you focus less on the news and more on your financial goals.

10/03/2022

82% of Principal® super savers say they’re in good shape to endure a recession. See how they’re shrugging off inflation, holding steady through a volatile market, and looking for more ways to save for retirement.

Learn what our latest research findings have to say about retirement super savers and their trends

09/19/2022

Mike Clark explains in his new blog.

The process for obtaining pension risk transfer annuity quotes can opaque, posing challenges for plan sponsors.

09/16/2022

Many clients today are worried about their investment portfolios potentially not keeping up with today's prices. How is this sentiment affecting their financial behaviors? Money magazine shares the inside scoop from recent Principal® survey findings.

Rising inflation has rattled the stock market — but there are ways investors can cope.

09/12/2022

It's sad to think—small and midsize businesses are a target for cyberattacks, and it's even harder for them to bounce back. Consider these six cost-efficient (or even free) things you can do to up your cybersecurity.

Six steps can help your business fight back against cyberthreats.

09/08/2022

With inflation at 40-year highs and the potential for a recession looming, 40% of those surveyed in our Retirement Security Survey said they feel behind in their retirement savings. On this 401(k) Day, commit to taking a few minutes to check in on your savings goals.

09/06/2022

This is a great 4-minute read for family-owned business owners. Mark West from Principal shares thoughts on how you can avoid the dysfunctional handoff between generations. (Unlike Logan Roy in HBO's "Succession" show!)

You can achieve a delicate balance: Hand down your business to family, set up a new generation for success, and fund your own secure retirement.

09/02/2022

Recession chatter isn’t going away anytime soon. But what are the odds of an economic downturn and what can you do now to help ensure you protect yourself against as much risk as possible? The September economic outlook offers ideas and insights to bolster your defenses and understand the headlines, too.

Accepting uncertainty and digging deep for patience may help you navigate the continually changing economy in 2022.