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Month: September 2016

A Net Worth Statement Helps Keep Retirees on Track

Posted on September 29, 2016 by Rachel Wagner

A number of planning tools can help retirees monitor their cash flow and make appropriate adjustments in response to changes in income and expenses. Not the least of these is Continue Reading →

Posted in Personal Finance, Retirement

Plan Sponsors Focused on Improving Employee Outcomes

Posted on September 22, 2016 by Rachel Wagner
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Is your company switching up its retirement plans? Rachel goes over what it might mean for your future #ontheblog. Defined contribution plan sponsors are rethinking ways to improve investment offerings in Continue Reading →

Posted in Retirement

Delaying Retirement May Provide the Financial Boost You Need

Posted on September 13, 2016 by Rachel Wagner
photo-1467663863581-794378c99ce9_home

Americans are living longer, healthier lives, and this trend is affecting how they think about and plan for retirement. For instance, according to the Employee Benefit Research Institute, the age Continue Reading →

Posted in Personal Finance, Retirement

Midcap Funds: Why They May Be the “Just Right” Investment for You

Posted on September 8, 2016 by Rachel Wagner
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[row][column lg=”8″ md=”6″ sm=”8″ xs=”12″ ] Midcap stocks have the potential to provide performance similar to that of small-cap stocks with less of their volatility.1 For investors looking to more Continue Reading →

Posted in Investing

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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