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Month: April 2017

Trust Beneficiaries: Be Informed About the Basics

Posted on April 27, 2017 by Rachel Wagner
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If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms and may be governed by Continue Reading →

Posted in Estate Planning

April Market Watch: Marathon Investing

Posted on April 24, 2017 by Rachel Wagner
marathon-runners

The world’s oldest annual marathon was run on April 17 as amateur athletes from around the world descended on Boston, Massachusetts for the 121st running of the Boston Marathon. While Continue Reading →

Posted in Investing, Market and Economic Commentary

Your Piece of the American Dream: Buying a First Home

Posted on April 20, 2017 by Rachel Wagner
House

For many people, buying their first home represents the biggest financial commitment they’ll ever make. Before making such an important decision, you should consider a variety of factors starting with Continue Reading →

Posted in Personal Finance

Countdown to Retirement: Take Control of Your Assets

Posted on April 13, 2017 by Rachel Wagner
hands

After years of saving and investing, you can finally see the big day–retirement. But before kicking back and relaxing, you still need to address a few matters. Chief among them Continue Reading →

Posted in Personal Finance, Retirement

I’m Changing Jobs. What Should I Do With the Money in My Plan?

Posted on April 6, 2017 by Rachel Wagner
401kFile

Changing jobs is an important decision — one that many of us are making more often. Once you’ve decided to switch jobs, your next move is to determine what to Continue Reading →

Posted in Personal Finance, Retirement

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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