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Category Archives: Personal Finance

A Six-Question Money Quiz

Posted on November 21, 2019 by Rachel Wagner
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Millennials are the most computer literate generation, and they’re used to instant access to all kinds of information. That doesn’t always mean that they’re financially savvy. Unfortunately, money is seldom Continue Reading →

Posted in Personal Finance, Women and Wealth

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

Planning for Ups and Downs

Posted on October 24, 2019 by Rachel Wagner
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Market volatility has the potential to erode your net worth. You can take steps now to help insulate your wealth against future market fluctuations. Market volatility stirs the emotions. It’s Continue Reading →

Posted in Investing, Personal Finance, Retirement

Set It, Forget It, Regret it?

Posted on September 19, 2019 by Rachel Wagner
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Auto-pilot is regularly used to fly airplanes. But is it a good idea for your retirement investments? An increasing number of automated retirement plans are appearing on the market, promising Continue Reading →

Posted in Investing, Personal Finance

Cash Could Soon Be Kaput

Posted on July 11, 2019 by Rachel Wagner
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The rise of mobile pay and what it might mean for your personal finances. The growth of mobile payments has far outpaced that of credit cards, making a cashless society Continue Reading →

Posted in Personal Finance

Career Moves That Make Sense After 40

Posted on June 20, 2019 by Rachel Wagner
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It’s a great time to take stock of your career. It was once unthinkable to stray from your primary career before you retired, but that’s no longer the case. A Continue Reading →

Posted in Personal Finance, Small Business, Women and Wealth

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

You’re Not Your Loved Ones’ Bank

Posted on June 6, 2019 by Rachel Wagner
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Say ‘no’ to loan requests and protect your wealth—and relationships. Some people may treat you differently when you’ve acquired substantial wealth. Chalk it up to human nature, but you might Continue Reading →

Posted in Personal Finance

Save and Invest Without Even Thinking About It

Posted on May 16, 2019 by Rachel Wagner
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Automate your retirement planning and wealth-building approach. Build your emergency fund with automatic transfers. Practically any bank or credit union can arrange daily, weekly, or per-paycheck transfers of money from Continue Reading →

Posted in Investing, Personal Finance, Retirement

Squeeze Play: Gen Xers Especially Feel the Pinch

Posted on February 7, 2019 by Rachel Wagner
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Saving for retirement can challenge the best of us. For one group of employees, the challenge seems particularly daunting. Your mid-career colleagues, those between 36 and 56 years of age, Continue Reading →

Posted in Personal Finance, Retirement, Sandwich Generation

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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.

Recent Posts

  • Outlook 2020: Bringing Markets into Focus
  • A Six-Question Money Quiz
  • Market Update: November, 2019
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