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Month: August 2017

Naming Beneficiaries: What You Need to Know

Posted on August 31, 2017 by Rachel Wagner
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A major issue in estate planning is whom to name as beneficiaries on life insurance policies, pension plan accounts, IRAs, and annuities. This important decision often doesn’t take into account Continue Reading →

Posted in Insurance

Tips for Retooling Your Portfolio

Posted on August 24, 2017 by Rachel Wagner

Like a closet that isn’t reorganized from time to time, a portfolio that isn’t reviewed regularly can leave you feeling like the pieces no longer fit. Last year, for example, Continue Reading →

Posted in Investing

Too Young to Think About Investing? Think Again!

Posted on August 17, 2017 by Rachel Wagner

“How did it get so late so soon?” — Dr. Seuss Dr. Seuss’s whimsical take on life has been delighting children of all ages for generations. His simple, but powerful Continue Reading →

Posted in Investing

How Well Do You Know Your 401(k)?

Posted on August 10, 2017 by Rachel Wagner

The old saying “knowledge is power” applies to many situations in life, including retirement planning. The more you know about the benefits your plan offers, the more likely you’ll be 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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