Principled Solutions

Principled Solutions

Sound Advice. Worthy Portfolios.

  • Home
  • Resources

Primary menu

Skip to primary content
Skip to secondary content

Month: July 2013

The Graduate Moves Back Home: Alternate Time Zone

Posted on July 30, 2013 by Rachel Wagner
Animation03

Our graduate is looking kind of sad here, but don’t be fooled.  Her dramatic flair serves her well, as our video illustrates.  My friend’s daughter, after receiving her Bachelor’s degree Continue Reading →

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

The Graduate Moves Back Home: I Need the Car !!

Posted on July 23, 2013 by Rachel Wagner
Animation04

Let’s see what my friend’s daughter has been up to this month.   As you may know, she has moved back home after college.  (If you haven’t met  her before, start Continue Reading →

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

The Graduate Moves Back Home: What’s For Dinner?

Posted on July 16, 2013 by Rachel Wagner
Animation05

Time to check in on my friend’s daughter again.   She’s moved back home after college.  If you haven’t met her yet, start the story here.  While more and more Continue Reading →

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

The Graduate Moves Back Home

Posted on July 11, 2013 by Rachel Wagner
Animation06

Harsh Reality in an Envelope This was the scene that unfolded recently at a friends’ house.  (She gave me permission to chronicle her daughter’s state of financial ignorance on condition Continue Reading →

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

Thinking of Tapping Into Your Retirement Account? What to Know Before You Do

Posted on July 1, 2013 by Rachel Wagner
105942277

As the recovery in some regions remains slow, a growing number of employees are tapping into their workplace-sponsored retirement plan accounts for loans, hardship withdrawals, and distributions. The percentage of Continue Reading →

Posted in Personal Finance, Retirement

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

  • Executive Compensation Packages
  • The Art of Staying Young and Active
  • Squeeze Play: Gen Xers Especially Feel the Pinch
  • 401(k) Decisions — You Can Take It With You
  • Winter Wonderlands

Categories

  • College Planning
  • Estate Planning
  • 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

  • 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 © 2019 Principled Solutions All Rights Reserved.
Theme: Catch Evolution by Catch Themes