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Month: November 2017

Surviving the Holiday Spending Season … Debt Free

Posted on November 30, 2017 by Rachel Wagner
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As the traditional giving season approaches, there is one important item to add to your to do list: Create a holiday budget. Before the gift shopping and wrapping begins, take Continue Reading →

Posted in Personal Finance

What Is the Difference Between Disability Insurance and Long-Term Care Insurance?

Posted on November 28, 2017 by Rachel Wagner
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Disability insurance addresses lost wages that stem from an inability to work. Long-term care insurance, in contrast, addresses expenses associated with medical care provided to you in your home, a Continue Reading →

Posted in Insurance

Balancing Act: Saving for Both Retirement and College

Posted on November 16, 2017 by Rachel Wagner
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Linda and Peter are worried about their financial future. “We want our one-year-old son, Raymond, to go to college, but we’re concerned that in 17 years, the cost might be Continue Reading →

Posted in College Planning, Retirement

The Sandwich Generation: How the Fletchers Provide for Parents and Kids

Posted on November 9, 2017 by Rachel Wagner
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As a consequence of an aging population, more working Americans are finding themselves faced with a new challenge — trying to save for retirement while sandwiched between financial obligations to Continue Reading →

Posted in Sandwich Generation

How — and When — Do I Sign Up for Medicare?

Posted on November 3, 2017 by Rachel Wagner
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Medicare Part A and Part B If you are already receiving Social Security benefits before you turn age 65, no sign-up is required for Medicare Part A or Part B. Continue Reading →

Posted in Senior Focused

401(k) Decisions — You Can Take It With You

Posted on November 2, 2017 by Rachel Wagner
Calculating

If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer’s retirement plan? Although many people choose to take 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.

Recent Posts

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