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Charitable Giving and Your Estate Plan
Does charitable giving fit into your estate plan? Join us for this free webinar and find out.
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
Mutual Fund Distributions: What, Why, and How?
If you want to invest in mutual funds without getting hit with a big tax bill, you need to understand how mutual fund distributions work.
Cybersecurity: Social Engineering
Types of social engineering like spoofing and hacking involve researching and even contacting the target. What should you look for?
Charitable Giving (part 4): Donate Using DAFs
Charitable giving can reduce taxes. If you use Donor Advised Funds, you can often increase tax savings and donate to your favorite charity.