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Month: January 2014

Retirement and Health Plan Limits for 2014

Posted on January 31, 2014 by Rachel Wagner
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The IRS has released the cost-of-living adjustments affecting dollar limitations for defined contribution and defined benefit retirement plans. The table below compares both the retirement plan and health insurance plan Continue Reading →

Posted in Personal Finance, Tax

A Clean Slate: Review and Rebalance Your Portfolio

Posted on January 24, 2014 by Rachel Wagner
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There is no better time to take a fresh look at your investment strategies than the beginning of the new year. And while there is no one-size-fits-all approach to investing Continue Reading →

Posted in Investing

Data Breaches Are Scary, but Don’t Panic. React.

Posted on January 22, 2014 by Rachel Wagner
Breathe

By ANN CARRNS, New York Times, 1/21/14 It’s always upsetting when you are notified by a business, whether it is a credit card issuer or a retailer, that your personal or Continue Reading →

Posted in Personal Finance, Uncategorized

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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