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Month: November 2013

Understanding 529 Plan Distributions

Posted on November 29, 2013 by Rachel Wagner
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As second semester tuition bills loom, parents with a 529 plan will want to know the full details on which educational expenses qualify for tax-free distribution status — and which Continue Reading →

Posted in College Planning, Kids and Money | Tagged linkedin

Using Life Insurance to Ensure Business Continuity

Posted on November 24, 2013 by Rachel Wagner
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The loss of critical personnel can be life threatening to small businesses; however, it’s a risk that life insurance can often mitigate. In fact, life insurance policies are frequently used Continue Reading →

Posted in Estate Planning, Insurance, Small Business | Tagged linkedin

Boomers on the Brink

Posted on November 13, 2013 by Rachel Wagner
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Ten years to go? What you do in the final decade before you quit working is critical to setting yourself up for your next phase of life. This is the Continue Reading →

Posted in Retirement | Tagged linkedin

SRI Basics: Part Three

Posted on November 8, 2013 by Rachel Wagner
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How do SRI funds perform? Sustainable and responsible investing (SRI) spans a wide and growing range of products and asset classes, embracing not only public equity investments (stocks), but also Continue Reading →

Posted in Impact Investing, Investing | Tagged linkedin

Custodial Accounts: A Way to Transfer Wealth

Posted on November 1, 2013 by Rachel Wagner
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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. They are simpler to set Continue Reading →

Posted in Estate Planning, Kids and Money | 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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