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Month: April 2012

Do You Need Disability Income Insurance?

Posted on April 30, 2012 by Rachel Wagner
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Your best defense against a financial catastrophe brought on by long-term illness or injury may be the purchase of a disability income insurance policy with enough coverage to compensate for Continue Reading →

Posted in Insurance, Personal Finance, Small Business | Tagged linkedin

Deciphering a Financial Aid Award

Posted on April 23, 2012 by Rachel Wagner
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Here’s a repost by Lynn O’Shaughnessy Financial aid letters are often confusing and misleading. You can help your clients if you know show them how to read between the lines. Continue Reading →

Posted in College Planning, Kids and Money

LPL Financial Market Insight | Q1 2012

Posted on April 19, 2012 by Rachel Wagner
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The complexity of the equity and fixed income markets are of interest to investors everywhere. Please click on the link below to view the latest edition of The LPL Financial Continue Reading →

Posted in Investing | Tagged linkedin

The Graduate Moves Back Home: Your Closet is My Closet

Posted on April 16, 2012 by Rachel Wagner
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And now we pay another visit to my friend and her daughter, who has moved back home after college.  (Catch up on the  complete saga here.)  It looks as though Continue Reading →

Posted in Kids and Money, Sandwich Generation, Videos | Tagged linkedin

Investment “Help” Raises Return

Posted on April 9, 2012 by Rachel Wagner
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A new report from Aon Hewitt and Financial Engines found that 401(k) plan participants who used investment “help” had annual returns that were nearly three percent higher than those who Continue Reading →

Posted in Retirement | Tagged linkedin

Taking a Loan or a Distribution From Your Retirement Account

Posted on April 2, 2012 by Rachel Wagner
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As the economy continues to struggle, a growing number of employees are tapping into their workplace-sponsored retirement plan accounts for loans, hardship withdrawals, and distributions. Nearly 14% of workers borrowed Continue Reading →

Posted in Retirement | 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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