Margot Karlin

Marketing Director for the Central CA Business Center of the Principal Financial Group,
Princor Registered Representative,
Financial Advisor

[Margot Karlin @mskarlin]

Great article, from the CEO of the company I work for, on how financial inclusion is the cause of our time. Read more about how we at Principal® are holding ourselves accountable to financial inclusion. #Principal_employee
https://t.co/qTyHeDS87D

[Margot Karlin @mskarlin]

EVP & CIO Kathy Kay discusses what prompted these improvements on the Metis Strategy Podcast. https://t.co/5Q9Cc6lzPn

#technovation #customerexperience #womenintech
https://t.co/7JrPXM3jDy

[Margot Karlin @mskarlin]

Your retirement… is it a reality or a dream? Is leaving a legacy important to you? Join the June webinar to learn ways to help secure your business’ future, how to think about your legacy and the importance of a business owner retirement analysis. https://t.co/g1PksiU8Px

[Margot Karlin @mskarlin]

Your retirement… is it a reality or a dream? Is leaving a legacy important to you? Join the June webinar to learn ways to help secure your business’ future, how to think about your legacy and the importance of a business owner retirement analysis. https://t.co/ggsIvE8hzy

[Margot Karlin @mskarlin]

I love how this breaks an entire year of financial dates and tips down into manageable, monthly goals. (And it even has a PDF option for those who love a good checklist!) #financialstrategies #moneytips #financialgoals https://t.co/Gq4cKMCEAV

[Margot Karlin @mskarlin]

Business data and conversations have inspired these five ideas for how all of us might forge ahead. Amy Friedrich, President US Insurance Solutions – Principal®, shares her thoughts with the Forbes Business Council. https://t.co/e90wJ9NE3l

[Margot Karlin @mskarlin]

Research shows women are influencing workplace culture in big, positive ways. Here are the three trends Principal sees, and takeaways for business owners. https://t.co/ZIfdmh1IDT
#companyculture #womeninbusiness

[Margot Karlin @mskarlin]

So proud to work for Principal, the #7 most sustainable company in America! Recognition like this reaffirms our company values and dedication to doing what’s right for our customers, our communities, and the planet.
See the list: https://t.co/WuhSj3U7XT
#Principal_Employee

[Margot Karlin @mskarlin]

At Principal® Financial Network, we have a community of financial professionals with shared experiences, industry knowledge, and a wealth of insights. For more information, contact me.

[Margot Karlin @mskarlin]

529 plans. Making tax season a little less taxing since 1997. You can’t help with taxes, but you can help with 529 plan tax benefits. Learn more. #Principal_employee
https://t.co/Ox0AEIWixW

[Margot Karlin @mskarlin]

Here's a great basic rundown of the types of taxes most people pay and insights on how some may be in your control. (So you could have more money in your wallet!) #taxes #taxstrategy

https://t.co/afVtAbyzbf

[Margot Karlin @mskarlin]

If interest rates are going up and supply chains are still wonky, how does that affect your finances? In the February economic outlook, we help you figure out what you can control (and what you can’t) in the months ahead. #economicoutlook
https://t.co/BVL48OZKwa

[Margot Karlin @mskarlin]

Tax prep: 5 things you can do right now. https://t.co/AHJBBxpTHD

[Margot Karlin @mskarlin]

Planning a 2022 budget, step-by-step. https://t.co/USR3wDZtCe

[Margot Karlin @mskarlin]

5 lifelong financial habits anyone can do. https://t.co/jg7CU9pnEQ

[Margot Karlin @mskarlin]

January economic outlook: What’s worth your worry? https://t.co/rq6U7SCPIV

[Margot Karlin @mskarlin]

2022 key financial dates to add to your calendar. https://t.co/ZmSIgvsAKb

[Margot Karlin @mskarlin]

What’s your investor personality? This quiz (which has nothing to do with finance) may tell you. https://t.co/mFtHgJZXtJ

[Margot Karlin @mskarlin]

How the housing market affects your personal finances. https://t.co/Nu5tHdBjfW

[Margot Karlin @mskarlin]

Businesses face many competing demands, like keeping the business running while also taking care of their employees. See how protection solutions from Principal can help. https://t.co/G4t3O0j8ym