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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
Are My Assets Safe? What Are Financial Intermediaries? Part 2
FDIC insurance protects cash against bank failures, but few know the risks in holding financial securities at financial intermediaries.
Read more Are My Assets Safe? What Are Financial Intermediaries? Part 2
Estate Planning Feedback from Our Clients
Estate planning attorneys play an important role, helping us prepare for the time when we are not able to manage our financial affairs, and ultimately, ensuring that our wishes are carried out when we have passed. They cover many sensitive and important topics. It is a role that demands technical knowledge, but also good people and…
The 2024 Election and Roth Conversions: Should You Convert? If so, How Much?
Understanding potential, post-election tax law changes can help you decide whether Roth conversions are right for you, and in what amount.
Read more The 2024 Election and Roth Conversions: Should You Convert? If so, How Much?