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Tag Archives: linkedin

Living in Retirement: A Three-Phased Approach

Posted on December 19, 2013 by Rachel Wagner
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Although many Americans now plan for a retirement up to 20 years, your retirement may last much longer. Traditionally, retirees were advised to project income needs over the length of Continue Reading →

Posted in Retirement, Senior Focused | Tagged linkedin

Five Strategies for Tax-Efficient Investing

Posted on December 13, 2013 by Rachel Wagner
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After factoring in federal income and capital gains taxes, the alternative minimum tax, and potential state and local taxes, your investments’ returns in any given year may be reduced by Continue Reading →

Posted in Investing | Tagged linkedin

Understanding 529 Plan Distributions

Posted on November 29, 2013 by Rachel Wagner
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As second semester tuition bills loom, parents with a 529 plan will want to know the full details on which educational expenses qualify for tax-free distribution status — and which Continue Reading →

Posted in College Planning, Kids and Money | Tagged linkedin

Using Life Insurance to Ensure Business Continuity

Posted on November 24, 2013 by Rachel Wagner
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The loss of critical personnel can be life threatening to small businesses; however, it’s a risk that life insurance can often mitigate. In fact, life insurance policies are frequently used Continue Reading →

Posted in Estate Planning, Insurance, Small Business | Tagged linkedin

Boomers on the Brink

Posted on November 13, 2013 by Rachel Wagner
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Ten years to go? What you do in the final decade before you quit working is critical to setting yourself up for your next phase of life. This is the Continue Reading →

Posted in Retirement | Tagged linkedin

SRI Basics: Part Three

Posted on November 8, 2013 by Rachel Wagner
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How do SRI funds perform? Sustainable and responsible investing (SRI) spans a wide and growing range of products and asset classes, embracing not only public equity investments (stocks), but also Continue Reading →

Posted in Impact Investing, Investing | Tagged linkedin

Custodial Accounts: A Way to Transfer Wealth

Posted on November 1, 2013 by Rachel Wagner
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Setting up a custodial account can be a savvy move for adults who want to gift their assets and help their children become financially independent. They are simpler to set Continue Reading →

Posted in Estate Planning, Kids and Money | Tagged linkedin

SRI Basics: Part Two

Posted on October 25, 2013 by Rachel Wagner
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How large is the sustainable and responsible investing marketplace? How many assets are involved? The US SIF Foundation’sĀ 2012 Report on Sustainable and Responsible Investing Trends in the United StatesĀ identified $3.74 Continue Reading →

Posted in Impact Investing, Investing | Tagged linkedin

Preferred Stock: A Hybrid Investment

Posted on October 16, 2013 by Rachel Wagner
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With interest rates on government bonds and highly rated corporate bonds barely keeping up with inflation, investors are searching far and wide for better returns. One alternative is preferred stock. Continue Reading →

Posted in Investing | Tagged linkedin

SRI Basics: Part One

Posted on October 11, 2013 by Rachel Wagner
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What is sustainable and responsible investing? Sustainable and responsible investing (SRI) is an investment discipline that considers environmental, social and corporate governance criteria (ESG) to generate long-term competitive financial returns Continue Reading →

Posted in Impact Investing, Investing | Tagged linkedin

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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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