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Latest Blog Posts

  • Sensible Scenarios: Dreams of an Arizona Retirement - A couple plan to retire in Arizona. When they move sooner than originally planned, they contact their Sensible Financial advisor to make it work.
  • What’s the difference between Restricted Stock Units (RSUs) & Restricted Stock Awards (RSAs)? - Both RSAs and RSUs are employer plans designed to reward and retain employees by offering additional compensation in the form of company stock. This article will help you understand the key differences between the plans and learn about potential tax saving strategies.
  • Volunteering (is) for the birds! - This month I’ve decided to take a break from my typical financial musings to tell you about my experience as a volunteer on the fundraising committee at the Free Flight Exotic Bird Sanctuary. It was 2015. I had recently moved to San Diego and was spending a lot of time at their world-famous zoo. I’d […]

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