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Month: July 2018

The Financial Fitness Challenge: Tips for Strengthening Your Financial Health

Posted on July 26, 2018 by Rachel Wagner
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Diet books. Fitness apps. Live-streamed exercise classes. They all tell you the same thing: Maintaining good physical health requires discipline and adherence to a few simple habits, such as eating Continue Reading →

Posted in Personal Finance

Rachel’s Summer Vacation

Gallery

Posted on July 20, 2018 by Rachel Wagner

This gallery contains 10 photos.

I hate to admit it, but it’s nice to be back in the fog of San Francisco after a trip to Pittsburgh and D.C. Despite the sweltering temps, the visit Continue Reading →

Posted in Uncategorized

Midyear Outlook 2018

Posted on July 20, 2018 by Rachel Wagner
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LPL has released the mid-year update to their Market Outlook.  Overall, their expectations haven’t deviated much, except for increased growth in stocks. Up to 3% growth in U.S. GDP Up to 3.8% Continue Reading →

Posted in Market and Economic Commentary

Why Women Are Delaying Retirement

Posted on July 19, 2018 by Rachel Wagner
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It may be a good idea for a woman to retire later rather than sooner. Leaving the workplace after 65 may help position a woman for slightly greater retirement income Continue Reading →

Posted in Personal Finance

Retirement in Motion—Resources and Tips Everyone Can Use

Posted on July 12, 2018 by Rachel Wagner
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New Tax Law Preserves Medical Deduction For the next 18 months, Americans with high medical bills will be able to continue to write off expenses exceeding 7.5%  of their income. Continue Reading →

Posted in Retirement, Senior Focused

What Makes for a Great Family Vacation?

Posted on July 5, 2018 by Rachel Wagner
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What makes for a great family vacation? Should it include learning as well as leisure? Thinking about that next family trip? If you are mulling over how to make your Continue Reading →

Posted in Kids and Money

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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