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Month: March 2014

Up With Your IRA: Tax Season Tips

Posted on March 28, 2014 by Rachel Wagner
100855775

If you’re one of the millions of Americans who owns either a traditional individual retirement account (IRA) or a Roth IRA, then the approach of tax season should serve as Continue Reading →

Posted in Retirement

Target-Date Funds: Are They Right for You?

Posted on March 21, 2014 by Rachel Wagner
104650562

  Target-date funds provide investors with the ability to simplify their financial and investment lives.1 With target-date funds, your portfolio’s asset allocation is automatically rebalanced on your behalf over the years Continue Reading →

Posted in Investing

Lump Sum or Periodic Payments: Which One Should You Choose?

Posted on March 14, 2014 by Rachel Wagner
76801895

If you are on the verge of retirement, you’ve got an important choice to make regarding your company-sponsored retirement plan: Should you accept the periodic monthly payments, or take a Continue Reading →

Posted in Retirement

How to Contain Costs for Your College-Ready Child

Posted on March 7, 2014 by Rachel Wagner
100804748

College graduates are increasingly learning a new lesson: one in debt management. And many of them are failing. Student debt is widely understood to be a serious and growing problem Continue Reading →

Posted in College Planning, Kids and Money

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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