Principled Solutions

Principled Solutions

Sound Advice. Worthy Portfolios.

  • Home
  • Resources

Primary menu

Skip to primary content
Skip to secondary content

News and tips on personal finance, retirement and investing.

Heading Back Toward Normal

Posted on March 4, 2021 by Rachel Wagner
ekaterina-shakharova-L4nwL3195U0-unsplash

Dear Clients and Friends: It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that Continue Reading →

Posted in Market and Economic Commentary

Time to Tune Up Your Financial Plan

Posted on February 25, 2021 by Rachel Wagner
Screen Shot 2021-02-05 at 2.34.56 PM

There are fundamental steps you can take to get on track with your financial plan. Planning for your financial future is a critical endeavor, yet one that many overlook or Continue Reading →

Posted in Personal Finance

The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion

Posted on February 11, 2021 by Rachel Wagner
Screen Shot 2021-02-05 at 2.27.06 PM

There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel better to give than to receive, the former may carry Continue Reading →

Posted in Estate Planning, Kids and Money

Stay the Course

Posted on February 4, 2021 by Rachel Wagner
scott-graham-5fNmWej4tAA-unsplash

Dear Clients and Friends: “In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” -Warren Buffett   2021 is under way, as Continue Reading →

Posted in Market and Economic Commentary

New Year, New Outlook

Posted on December 9, 2020 by Rachel Wagner
nora-schlesinger-sVvtNAgCYMU-unsplash

Dear Clients and Friends: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Continue Reading →

Posted in Market and Economic Commentary, News Email

Looking Forward After the Election

Posted on November 9, 2020 by Rachel Wagner
rwagner

Dear Clients and Friends: As you know, former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race Continue Reading →

Posted in Market and Economic Commentary, News Email

What to Know About Medicare Before You Retire

Posted on October 29, 2020 by Rachel Wagner
alex-blajan-GPJ3VEbEDH4-unsplash

Take time to learn about this important program for covering your future health care costs. Medicare is essential for many older Americans, helping them cover the costs of many necessary Continue Reading →

Posted in Uncategorized

Autumn Market Update

Posted on October 1, 2020 by Rachel Wagner
markus-winkler-7PSpOMxpsoE-unsplash

Dear Clients and Friends: Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as Continue Reading →

Posted in Market and Economic Commentary, Uncategorized

Working From Home Can Save You Money. What Should You Do With It?

Posted on September 18, 2020 by Rachel Wagner
mikey-harris-hRlna96fZOI-unsplash

There are challenges to remote work, but the ability to spend less on work-related expenses is one of the rewards. As the coronavirus pandemic disrupted office life, many workers found Continue Reading →

Posted in Personal Finance

Tips for Managing Your Small Business Through Trying Times

Posted on September 10, 2020 by Rachel Wagner
tim-mossholder-qvWnGmoTbik-unsplash

An economic downturn can make the challenge of running a small business even harder. Here are some ideas to help you keep your doors open and your dream of small Continue Reading →

Posted in Personal Finance, Small Business

Post navigation

← Older posts

Rachel Wagner manages Principled Solutions, an independent investment advisory firm in San Francisco. She created this blog to help clients and friends find practical solutions to their financial challenges.

Recent Posts

  • Heading Back Toward Normal
  • Time to Tune Up Your Financial Plan
  • The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
  • Stay the Course
  • New Year, New Outlook

Categories

  • College Planning
  • Estate Planning
  • Evaluating RIsk
  • Impact Investing
  • Insurance
  • Investing
  • Kids and Money
  • Market and Economic Commentary
  • News Email
  • Personal Finance
  • Retirement
  • Sandwich Generation
  • Senior Focused
  • Small Business
  • Tax
  • Uncategorized
  • Videos
  • Women and Wealth

Archives

  • March 2021
  • February 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • May 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
Copyright © 2021 Principled Solutions All Rights Reserved.
Theme: Catch Evolution by Catch Themes