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Category Archives: Insurance

Long-Term Care Choices

Posted on December 19, 2019 by Rachel Wagner
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A look at three other long-term care (LTC) coverage options. Traditional long-term care insurance has grown costlier—and some of those who buy it may never need the coverage. There are Continue Reading →

Posted in Insurance, Retirement, Senior Focused

Your Risk Protection Plan

Posted on June 13, 2019 by Rachel Wagner
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Your insurance at mid-life: Gauging if you are underinsured. Life comes with all sorts of curveballs. Sometimes, they’re easily overcome and even end up being positive experiences. But every now Continue Reading →

Posted in Insurance, Personal Finance

Annuity Options: Choices Abound for Today’s Retiree

Posted on June 7, 2018 by Rachel Wagner
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As the earliest baby boomers begin to enter retirement, the various income guarantees and other living benefits offered through variable annuities (VAs) are gaining in importance. Yet before you rush Continue Reading →

Posted in Insurance

What Today’s Workers Can Expect From Social Security Tomorrow

Posted on January 4, 2018 by Rachel Wagner

Did you know that the age at which many workers will qualify for full Social Security benefits has risen to 67 from 65? If that’s news to you, you’re not Continue Reading →

Posted in Insurance

Is There Insurance That Will Cover Care for Alzheimer’s Disease?

Posted on December 7, 2017 by Rachel Wagner
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The Alzheimer’s Association estimates that as many as five million Americans are living with the disease, while many more confront other forms of dementia. These sufferers require intensive around-the-clock care Continue Reading →

Posted in Insurance

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

Estimating Your Social Security Benefits

Posted on October 19, 2017 by Rachel Wagner
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                  With growing uncertainty about the future of Social Security funding, the Social Security Administration (SSA) suspended most mailings of its annual Continue Reading →

Posted in Insurance

Naming Beneficiaries: What You Need to Know

Posted on August 31, 2017 by Rachel Wagner
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A major issue in estate planning is whom to name as beneficiaries on life insurance policies, pension plan accounts, IRAs, and annuities. This important decision often doesn’t take into account Continue Reading →

Posted in Insurance

Do I Need Travel Insurance?

Posted on July 27, 2017 by Rachel Wagner
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Whether you need travel insurance is likely to depend on your level of coverage from existing homeowner’s, medical, automobile, and life insurance policies. In many instances, travel insurance may duplicate Continue Reading →

Posted in Insurance

Am I Too Old to Take Out a Long-Term Care Insurance Policy?

Posted on July 6, 2017 by Rachel Wagner
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Long-term care is certainly a significant concern for people over age 65. According to the U.S. Department of Health and Human Services, 70% of those over age 65 will need Continue Reading →

Posted in Insurance

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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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