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Month: December 2011

The Pros and Cons of Custodial Accounts

Posted on December 19, 2011 by Rachel Wagner
family l

Setting up a custodial account can be a savvy move for adults who want to gift their assets and help their children become financially independent. But there are many considerations Continue Reading →

Posted in Kids and Money | Tagged linkedin

Are You Prepared for a Medical Emergency?

Posted on December 12, 2011 by Rachel Wagner
Video Thumbnail Medical

A medical emergency is not something many of us want to spend time thinking about. However, if your parents are in failing health, it is important to make sure they Continue Reading →

Posted in Estate Planning, Senior Focused, Videos | Tagged linkedin

Navigating Medicare and Medigap

Posted on December 4, 2011 by Rachel Wagner
hospitalized

Most adults become eligible for Medicare on the first day of the month they turn age 65. Whether you need to sign up, and how to go about doing so, Continue Reading →

Posted in Insurance, Retirement, Senior Focused | Tagged linkedin

The New Old Age: The Holiday Reality Check

Posted on December 2, 2011 by Rachel Wagner
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During the holiday season, geriatric care managers brace for phone calls from adult children who’ve just discovered that their aging parents are not doing as well as they’d said.  A Continue Reading →

Posted in Senior Focused

Four Tips for Tax Smart Investing

Posted on December 1, 2011 by Rachel Wagner
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Savvy investors have long realized that what their investments earn after taxes is what really counts. After factoring in federal income and capital gains taxes, the alternative minimum tax (AMT), Continue Reading →

Posted in Investing | Tagged linkedin

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.

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