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Category Archives: Estate Planning

The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion

Posted on February 11, 2021 by Rachel Wagner
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There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel better to give than to receive, the former may carry Continue Reading →

Posted in Estate Planning, Kids and Money

Making Smart Investments for Your Family

Posted on January 16, 2020 by Rachel Wagner
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Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing. Building a career and raising a family requires management Continue Reading →

Posted in Estate Planning, Investing, Kids and Money, Personal Finance

Disaster Planning and Your Accounts

Posted on November 4, 2019 by Rachel Wagner
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Given the catastrophic fires we’ve seen in our area for the last several years, it’s not surprising that clients have asked me what would happen in the event that an Continue Reading →

Posted in Estate Planning, Investing

Time May Change Your View of Wealth

Posted on October 30, 2019 by Rachel Wagner
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Your investment strategy and estate plan should keep pace as your views evolve. Time changes our perspective on many things, including our finances. Perhaps you used to think that money Continue Reading →

Posted in Estate Planning, Investing, Kids and Money, Personal Finance, Women and Wealth

Financial Detours to Avoid

Posted on October 17, 2019 by Rachel Wagner
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Financial mistakes can occur throughout your lifetime. Whether you’re in your 40s, 50s or 60s, it’s important to be aware of financial pitfalls to avoid. Planning is the best way Continue Reading →

Posted in Estate Planning, Investing, Retirement

Pretend You’re Retired for a Month

Posted on June 27, 2019 by Rachel Wagner
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Lessons to learn from this experiment. Retirement is ideally a happy time of your life, freeing you up to do things you’ve long postponed. However, the prospect of retirement can Continue Reading →

Posted in Estate Planning, Retirement, Senior Focused

529s and Estate Planning: What’s the Connection?

Posted on March 7, 2019 by Rachel Wagner
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Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there’s another side to 529 plans that may appeal to you — potential Continue Reading →

Posted in College Planning, Estate Planning, Kids and Money

Retiring? Take Control of Your Assets

Posted on January 3, 2019 by Rachel Wagner
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Before mapping your retirement financial strategy, it’s important to figure out how much retirement income you may need. You’ll need to consider your housing cost, the length of your retirement, Continue Reading →

Posted in Estate Planning, Retirement

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

The Downside of DIY Wills

Posted on June 14, 2018 by Rachel Wagner
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Don’t Discount Your Will. A self-created last will and testament may lead to problems. As an early step in estate planning, you may be tempted to write your own will. Continue Reading →

Posted in Estate Planning

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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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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.
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