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Financial Planning
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Retirement Planning, Social Security,
taxes, estate planning, and more.
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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
Non-Retirement Social Security Benefits: Family Benefits
Social Security Family Benefits or “spousal” or “child” benefits can benefit family members based on a retired worker’s earnings record.
Read more Non-Retirement Social Security Benefits: Family Benefits
The Social Security Fairness Act – Leveling Retirement Income for All
The Social Security Fairness Act allows public servants to draw pensions and Social Security if they worked enough in the private sector.
Read more The Social Security Fairness Act – Leveling Retirement Income for All
Do I Need an Elder Care Manager for Mom? Part 2: Life After the Move
Previously, I wrote about my experience of working with an elder care manager for my mom. Nearly two years later…
Read more Do I Need an Elder Care Manager for Mom? Part 2: Life After the Move