Client: Principal Financial Group
It's not often you get to do commercial work that helps people as much as this series for Principal Financial Group.
The Williams family was finding it incredibly difficult to get ahead, despite working hard at stable careers.
When they sat down with Personal Financial expert Jean Chatzky, she was able to teach them about tax breaks and incentives that would save them tens of thousands of dollars: a great, personal example of what a good financial advisor can do.