Principled Solutions

Principled Solutions

Sound Advice. Worthy Portfolios.

  • Home
  • Resources

Primary menu

Skip to primary content
Skip to secondary content

Month: October 2017

Medicare Abroad: What You Need to Know

Posted on October 26, 2017 by Rachel Wagner
HUGE cigar

No matter what (or if) politicians decide about healthcare, one thing is for sure: your Medicare coverage won’t go with you if you decide to retire overseas. Luckily, though, there Continue Reading →

Posted in Senior Focused

The Wide World of Cryptocurrencies

Posted on October 20, 2017 by Rachel Wagner
bitcoin-remains-the-largest-cryptocurrency

Bitcoin is back in the news. It hit a new high of $5,800 on Friday, October 13, but then fell nearly 9% after theĀ U.S. Commodity Futures Trading Commission (CFTC) issued Continue Reading →

Posted in Market and Economic Commentary

Estimating Your Social Security Benefits

Posted on October 19, 2017 by Rachel Wagner
78479922

                  With growing uncertainty about the future of Social Security funding, the Social Security Administration (SSA) suspended most mailings of its annual Continue Reading →

Posted in Insurance

529, Coverdell, or Custodial Account? How to Choose

Posted on October 12, 2017 by Rachel Wagner
200067826-014

The cost of a college education continues to rise. The projected average total college costs for a child born in 2015 are nearly $550,000 for a four-year private college and Continue Reading →

Posted in College Planning, Investing

Intergenerational Wealth Planning: A Win-Win for the Whole Family

Posted on October 5, 2017 by Rachel Wagner
78320242

Discussing the transfer of wealth from parents to children can be uncomfortable for both parties. Yet by introducing children to the wealth management process from a young age, affluent families Continue Reading →

Posted in Personal Finance

How Does Inflation Impact You?

Posted on October 3, 2017 by Rachel Wagner
price changes

Consumer Price Index (CPI) data for August, released last week, made headlines after its 1.9% year-over-year headline increase in prices exceeded expectations of 1.8%. This was significant given that the Continue Reading →

Posted in Personal Finance

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.

Recent Posts

  • Here Comes the Bear
  • Market Update: A Good Point of Entry?
  • Market Update: A Ways to Go
  • Navigating Geopolitical Tensions: March, 2022
  • Stocks: The Road Ahead

Categories

  • College Planning
  • Estate Planning
  • Evaluating RIsk
  • Impact Investing
  • Insurance
  • Investing
  • Kids and Money
  • Market and Economic Commentary
  • News Email
  • Personal Finance
  • Retirement
  • Sandwich Generation
  • Senior Focused
  • Small Business
  • Tax
  • Uncategorized
  • Videos
  • Women and Wealth

Archives

  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • December 2021
  • October 2021
  • September 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • May 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011

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.
Securities, financial planning, and advisory services offered through LPL Financial, a Registered Investment
Copyright © 2022 Principled Solutions All Rights Reserved.
Theme: Catch Evolution by Catch Themes