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Category Archives: Retirement

Handling Retirement Shortfalls

Posted on May 13, 2021 by Rachel Wagner
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How to address retirement savings that aren’t stacking up. No matter your age or background, saving for retirement is a common concern. Will yours be the storybook future, one spent Continue Reading →

Posted in Retirement

Reality Check on Your Retirement Savings

Posted on January 30, 2020 by Rachel Wagner
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Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough Continue Reading →

Posted in Investing, Retirement

The Smart Way to Save for Retirement and Pay Down Debt

Posted on January 2, 2020 by Rachel Wagner
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It can be difficult, but not impossible, to save for retirement while paying down your credit card bills and student loans. Even small steps now can make a big difference Continue Reading →

Posted in Investing, Personal Finance, Retirement

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

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

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

62, 67, 70: When Will You Retire?

Posted on May 23, 2019 by Rachel Wagner
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The financial considerations of retiring “earlier” or “later” If you can retire by choice, the question of “when” comes to mind. Here’s a look at the pros and cons of Continue Reading →

Posted in Retirement

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

Working a Little After You Retire

Posted on April 4, 2019 by Rachel Wagner
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What should you remember as you look for a job? Finding work at age 60 or 65 is decidedly harder than finding work at 30 or 35. It can be Continue Reading →

Posted in Retirement, Senior Focused

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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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