We provide financial advice in your best interest, developed just for you, at a terrific price.
Webinar series: Housing and Your Living Standard
Webinars on housing decisions and your living standard now and in retirement.
Financial Planning
Basics
Retirement Planning, Social Security,
taxes, estate planning, and more
Sensible Financial Planning Guidebook
Learn about our lifetime approach to
financial peace of mind.
Financial Planning Basics
When you ask the Sensible Financial team to develop a financial plan for you, we don’t just look at your stock portfolio. We think about every aspect of your financial picture, so we can align your financial plan to your current and future needs and goals. We consider your assets and investments and how much insurance you need to maintain your current lifestyle. We help you live well while minimizing tax exposure. And we devise a strategy to make the most of your retirement, while enabling you to leave something for your loved ones.
Our financial plans are thoughtful, informed, and cohesive.
Retirement and Cash Flow
Taxes
Insurance
Estate Planning
Investments
Recent Posts
Mega Backdoor Roth Lives on, but Act Quickly
Mega Backdoor Roth, the ability to convert after-tax IRA or 401(k) dollars to Roth IRA or 401(k)s, may end soon. Acting fast may be vital.
Family Economics: The Origin of Sensible
Family economics was a novel concept when Rick Miller was in graduate school. Now, it’s the basis for Sensible Financial.
Sensible Volunteers for Cradles to Crayons
The Sensible team always work hard. Recently, instead of creating financial plans, they helped at the Cradles to Crayons warehouse in Newton.