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Month: March 2018

Section 529 Plans: Saving for College

Posted on March 29, 2018 by Rachel Wagner
529 plans

A college education is one of the best investments you can make for your child’s future. But the high cost of college may alarm you — especially if you’ve waited Continue Reading →

Posted in College Planning

Double Your Impact With These Charitable Giving Strategies

Posted on March 22, 2018 by Rachel Wagner
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Americans are a generous people. Many support charitable organizations that enhance their communities and enrich their personal lives. In addition to giving wisely to nonprofit groups, it’s important to anticipate Continue Reading →

Posted in Personal Finance, Tax

Hucksters and Hype: Signs of a Stock Scam

Posted on March 15, 2018 by Rachel Wagner
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You’ve probably received them — e-mail or text messages touting a “hot” stock and directing you to a website for more information.1 Be cautious. You might be the target of Continue Reading →

Posted in Personal Finance

Help Minimize Your Risk of Tax Refund Fraud

Posted on March 10, 2018 by Rachel Wagner
security

In 2016, The Internal Revenue Service stopped 787,000 confirmed identity theft returns, totaling more than $4 billion.* Whether you self-prepare or hire a professional to file your taxes this year, Continue Reading →

Posted in Personal Finance, Tax

Are Markets Concerned About A Trade War?

Posted on March 9, 2018 by Rachel Wagner
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The United States’ planned tariffs could have a large positive or negative impact on individual industries. However, the potential for them to have a meaningful effect on gross domestic product is Continue Reading →

Posted in Market and Economic Commentary

Distributions and Rollovers: What You Need to Know About Roth 401(k)s

Posted on March 8, 2018 by Rachel Wagner
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The Roth 401(k) resembles the Roth IRA, in that contributions are made with after-tax dollars and qualified withdrawals can be made tax free. But, as the name implies, it also Continue Reading →

Posted in Retirement

Growth Investing — A Core Part of Your Long-Term Strategy

Posted on March 1, 2018 by Rachel Wagner

Long-term investment goals are as unique as the people who set them. Some investors set their sights on building a dream home; others may be looking to launch a new 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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