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Month: July 2013

The Graduate Moves Back Home: Alternate Time Zone

Posted on July 30, 2013 by Rachel Wagner
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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
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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
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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
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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
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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.

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