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Month: March 2012

Naming Beneficiaries of Insurance Policies and Retirement Plans

Posted on March 26, 2012 by Rachel Wagner
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A major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs. Naming beneficiaries can be complicated and can present estate Continue Reading →

Posted in Retirement | Tagged linkedin

Advance Directives: Planning Ahead for Your Own Care

Posted on March 19, 2012 by Rachel Wagner
hospitalized

Although the thought may not be pleasant, you may someday face a sudden health crisis that leaves you unable to make your own medical decisions. Fortunately, there is a legal Continue Reading →

Posted in Insurance, Senior Focused | Tagged linkedin

Will the Bull Market Last?

Posted on March 12, 2012 by Rachel Wagner
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It seems like such a long time ago. American icons General Motors and Chrysler were getting bailouts, the big banks were being merged, and after a year and a half Continue Reading →

Posted in Investing

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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