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Category Archives: Small Business

Tips for Managing Your Small Business Through Trying Times

Posted on September 10, 2020 by Rachel Wagner
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An economic downturn can make the challenge of running a small business even harder. Here are some ideas to help you keep your doors open and your dream of small Continue Reading →

Posted in Personal Finance, Small Business

Career Moves That Make Sense After 40

Posted on June 20, 2019 by Rachel Wagner
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It’s a great time to take stock of your career. It was once unthinkable to stray from your primary career before you retired, but that’s no longer the case. A Continue Reading →

Posted in Personal Finance, Small Business, Women and Wealth

Tips for Running a Successful Seasonal Business

Posted on May 11, 2017 by Rachel Wagner
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If you have a seasonal business, you most likely face some challenges that year-round businesses don’t. After all, trying to squeeze a year’s worth of business into a far shorter Continue Reading →

Posted in Personal Finance, Small Business

401(k) or IRA? Finding the Right Plan for Your Business

Posted on April 1, 2015 by Rachel Wagner
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The types of retirement plans that are available to small-business owners today may rival those used by large corporations. If you’re a small-business owner, take a few minutes to compare Continue Reading →

Posted in Retirement, Small Business

Tips for Starting a New Business in Retirement

Posted on August 7, 2014 by Rachel Wagner
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As a result of lengthening life expectancies and dwindling pensions, a growing number of retirees are looking to retirement as an opportunity to start a new business. It can be Continue Reading →

Posted in Retirement, Small Business

Using a HSA or FSA to Help You Manage Your Health Care Costs

Posted on July 21, 2014 by Rachel Wagner
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Even with the Affordable Care Act taking effect last year, health care costs continue to mount. According to a recent study, the average health care premium rate rose 3.3% from 2012 Continue Reading →

Posted in Insurance, Personal Finance, Small Business, Tax

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

401(k) or IRA? Finding the Right Plan for Your Business

Posted on September 17, 2012 by Rachel Wagner
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The types of retirement plans that are available to small-business owners today may rival those used by large corporations. If you’re a small-business owner, take a few minutes to compare Continue Reading →

Posted in Small Business | Tagged linkedin

Finding Benefits Without an Employer

Posted on May 28, 2012 by Rachel Wagner
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Although employment trends have improved recently, there remain millions of people who work part time, are employed in temporary jobs, or are self-employed, frequently without employer-sponsored benefits.1 This situation presents a Continue Reading →

Posted in Insurance, Retirement, Small Business | Tagged linkedin

Do You Need Disability Income Insurance?

Posted on April 30, 2012 by Rachel Wagner
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Your best defense against a financial catastrophe brought on by long-term illness or injury may be the purchase of a disability income insurance policy with enough coverage to compensate for Continue Reading →

Posted in Insurance, Personal Finance, Small Business | Tagged linkedin

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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