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Category Archives: Personal Finance

Real Estate Is Booming. Is a Bust Ahead?

Posted on July 7, 2021 by Rachel Wagner
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Anyone looking to buy or sell a home lately has probably been hit by sticker shock. Residential real estate prices have gone through the roof, increasing at rates unseen since Continue Reading →

Posted in Personal Finance

Celebrate Giving Back During National Volunteer Week

Posted on April 20, 2021 by Rachel Wagner
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Honor those who serve and inspire us to serve, April 18-24, 2021. Supporting those in need is one of the most rewarding things we can do. We offer support to Continue Reading →

Posted in Personal Finance

Time to Tune Up Your Financial Plan

Posted on February 25, 2021 by Rachel Wagner
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There are fundamental steps you can take to get on track with your financial plan. Planning for your financial future is a critical endeavor, yet one that many overlook or Continue Reading →

Posted in Personal Finance

Working From Home Can Save You Money. What Should You Do With It?

Posted on September 18, 2020 by Rachel Wagner
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There are challenges to remote work, but the ability to spend less on work-related expenses is one of the rewards. As the coronavirus pandemic disrupted office life, many workers found Continue Reading →

Posted in Personal Finance

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

Protecting Your Nest Egg When You’re Unemployed

Posted on August 20, 2020 by Rachel Wagner
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Don’t let a job loss derail your financial future. Consider these steps to help you stay on track to your long-term goals, even when short-term unemployment happens. Unemployment is often Continue Reading →

Posted in Personal Finance

Your Emergency Fund: How Big Should It Be? When Should You Use It?

Posted on August 13, 2020 by Rachel Wagner
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If you think of your finances as a house, your emergency fund would be the foundation. It’s the first step you take in building a strong financial life. Life can Continue Reading →

Posted in Personal Finance

Tempted to Tap Your 401(k)? Ask These Questions First.

Posted on August 6, 2020 by Rachel Wagner
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Early withdrawals from retirement accounts are not only costly, they can disrupt your financial future. Think about the long-term consequences before you tap your 401(k) for an emergency expense. Your Continue Reading →

Posted in Kids and Money, Personal Finance

2020: Midyear Outlook

Posted on July 23, 2020 by Rachel Wagner
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To put it mildly, 2020 has been an extremely challenging year so far. Despite the uncertainty we’re all facing, there are some positive signs for the future. LPL Research’s Midyear Continue Reading →

Posted in Investing, Market and Economic Commentary, Personal Finance

Thriving in Volatile Markets

Posted on July 9, 2020 by Rachel Wagner
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Understandably, I have been getting questions from clients about the market swings we’ve seen in recent months–what are the causes? How do markets respond to big events, and why is the Continue Reading →

Posted in Investing, Market and Economic Commentary, Personal Finance, Women and Wealth

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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.

Recent Posts

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  • Market Update: A Good Point of Entry?
  • Market Update: A Ways to Go
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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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