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Month: June 2014

“Stretch”-ing Your Wealth to Future Generations

Posted on June 26, 2014 by Rachel Wagner
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You probably understand that an IRA can be an effective way to save for retirement. But did you know that it can also be an effective estate-planning tool, allowing you Continue Reading →

Posted in Estate Planning, Kids and Money

It’s Official: The Boomerang Kids Won’t Leave

Posted on June 23, 2014 by Rachel Wagner
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By ADAM DAVIDSON JUNE 20, 2014  New York Times Magazine Annie Kasinecz has two different ways of explaining why, at age 27, she still lives with her mom. In the first version Continue Reading →

Posted in Kids and Money, Sandwich Generation

How to Build an Emergency Fund

Posted on June 20, 2014 by Rachel Wagner
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Many financial experts recommend setting aside enough money to cover three to six months’ worth of expenses in the event of a major financial surprise. That’s because a well-funded emergency Continue Reading →

Posted in Personal Finance

If a Teenager Lands a Summer Job, the Value Is Lasting

Posted on June 17, 2014 by Rachel Wagner
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JUNE 13, 2014 Shortcuts By ALINA TUGEND, New York Times HUNTER-JOHN HURST, 16, of Raleigh, N.C., is a living example of amodern-day conundrum. Like many others his age, he needs Continue Reading →

Posted in Kids and Money, Personal Finance

Four Tips to Help Reduce Your Debt

Posted on June 13, 2014 by Rachel Wagner
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The recession — and subsequent slow recovery — caused millions of Americans to focus even more closely on living within their means. If you are ready to face up to Continue Reading →

Posted in Personal Finance

How to Manage an Inheritance

Posted on June 6, 2014 by Rachel Wagner
Principled Solutions

Over half of American retirees expect to leave an inheritance for their loved ones, with an average value of more than $176,000.1 If you have recently received a bequest or are Continue Reading →

Posted in Estate Planning, Personal Finance

New York Times: A Beginner’s Guide to Repaying Student Loans

Posted on June 1, 2014 by Rachel Wagner
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May 16, 2014, Ron Lieber Too many people, including plenty of brand-new college graduates, fall far behind on their student loan payments for no good reason. How many? The Department Continue Reading →

Posted in College Planning, Kids and Money

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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Rachel Wagner is an independent Financial Advisor working in San Francisco. She created this site to help her fellow sandwich-ees to find practical solutions to their financial challenges.
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