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Category Archives: Women and Wealth

Thriving in Volatile Markets

Posted on July 9, 2020 by Rachel Wagner
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Understandably, I have been getting questions from clients about the market swings we’ve seen in recent months–what are the causes? How do markets respond to big events, and why is the Continue Reading →

Posted in Investing, Market and Economic Commentary, Personal Finance, Women and Wealth

The Financial Toll of the Sandwich Generation

Posted on February 20, 2020 by Rachel Wagner
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People in the Sandwich Generation are faced with taking care of themselves, their children, and their parents, especially when parents haven’t sufficiently planned for their own financial future. Here’s how Continue Reading →

Posted in Sandwich Generation, Women and Wealth

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

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

Have Kids, Accomplish More?

Posted on May 9, 2019 by Rachel Wagner
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Two studies link parenting and productivity. Being a mom may make you a more productive worker. Two recent studies have made that claim, and the flextime often requested by working Continue Reading →

Posted in Kids and Money, Women and Wealth

Ageism? As Soon as 40?

Posted on May 2, 2019 by Rachel Wagner
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You may feel the financial impact of age discrimination in the workplace. In some occupations, a distinct preference for younger workers manifests itself. Even outside those career fields, ageism rears Continue Reading →

Posted in Women and Wealth

Risks You May Not See

Posted on April 18, 2019 by Rachel Wagner
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Hidden threats to your wealth and lifestyle could be lurking. As wealthy households plan to sustain their assets, they must also consider potential financial hazards. Some of these risks are Continue Reading →

Posted in Women and Wealth

Why Women are Delaying Retirement

Posted on February 28, 2019 by Rachel Wagner
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Depending on your individual situation, delaying retirement may be a wise financial choice. It may be a good idea for a woman to retire later rather than sooner. Leaving the Continue Reading →

Posted in Women and Wealth

Why Women Need to Save More Than Men


Posted on October 25, 2018 by Rachel Wagner
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Women often face greater obstacles when it comes to investing for retirement. On average, women work fewer years and earn less than men. This means that they have lower pension Continue Reading →

Posted in Women and Wealth

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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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