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Month: November 2018

You and Your Investment Representative: A Relationship of Trust

Posted on November 29, 2018 by Rachel Wagner
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Perhaps your doctor, lawyer, and accountant are trusted advisors. Through years of working with them, they have come to know your family and your particular needs. How about your investment Continue Reading →

Posted in Impact Investing, Investing

10 Reasons to Talk to Your Financial Advisor about Long-Term Care Now

Posted on November 13, 2018 by Rachel Wagner
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Depending on your age, the idea of long-term care may be the furthest thing from your mind or something that you think about frequently. Whichever camp you fall into, it’s Continue Reading →

Posted in Estate Planning, Senior Focused

Mid-Term Election Market Commentary

Posted on November 13, 2018 by Rachel Wagner
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The mid-term elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the Continue Reading →

Posted in Market and Economic Commentary

Yes, You CAN Get Out of Debt

Posted on November 8, 2018 by Rachel Wagner
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In the United States, household debt is a fact of life. Ubiquitous credit card offerings and ease of use have made running up that debt deceptively convenient. If your nonmortgage Continue Reading →

Posted in Personal Finance

Retirement Account Distributions After Age 70½

Posted on November 1, 2018 by Rachel Wagner
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Many people begin withdrawing funds from qualified retirement accounts soon after they retire in order to provide annual retirement income. These withdrawals are discretionary in terms of timing and amount Continue Reading →

Posted in Retirement

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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