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Month: May 2016

For Older Borrowers, Being Thrifty Can Tarnish a Credit Score

Posted on May 31, 2016 by Rachel Wagner
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By Fran Hawthorne, NYTimes, March 2016 [row][column lg=”10″ md=”10″ sm=”12″ xs=”12″ mdoff=”1″ lgoff=”1″ ]John M. George, 63, the retired owner of a small oil-field service company, never had much need Continue Reading →

Posted in Personal Finance, Retirement

How Much Money Is Enough?

Posted on May 19, 2016 by Rachel Wagner
wallet

Interesting installment in Lieber’s continuing discussion on children, values and money. By Ron Lieber, March 2016, New York Times [row][column lg=”10″ md=”10″ sm=”12″ xs=”12″ mdoff=”1″ lgoff=”1″ ] Most of us Continue Reading →

Posted in Kids and Money

Medical Savings and Long-Term Care

Posted on May 12, 2016 by Rachel Wagner
fever-flu

Two related New York Times articles to consider: [row][column lg=”10″ md=”10″ sm=”12″ xs=”12″ mdoff=”1″ lgoff=”1″ ] On Eve of Retirement, Savings for Medical Costs Can Fall Short William Seavey, 69, Continue Reading →

Posted in Insurance, Retirement

Focus on the Forest, Not the Trees, of Investing

Posted on May 5, 2016 by Rachel Wagner
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[row] [column lg=”4″ md=”4″ sm=”12″ xs=”12″ ][/column] [column lg=”8″ md=”8″ sm=”12″ xs=”12″ ] It’s a message worth repeating. Investing is a matter of focus. Despite recent disappointments in stock market Continue Reading →

Posted in Investing

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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