We provide financial advice in your best interest, developed just for you, at a terrific price.
How Do I Choose the Best CCRC for Me?
Rick Fine will delve into types of CCRCs and discuss what questions to ask .
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
Bonds Are Down, but It’s Not All Negative
Rising interest rates are affecting bond prices adversely, but will bond prices hurt long-term investors’ portfolios?
Rick Miller Discusses Investing (and Turtles!) on NPR
Both stocks and bonds have decreased in value. Rick Miller appeared as a guest on NPR’s Weekend Edition Sunday to discuss that issue.
Read more Rick Miller Discusses Investing (and Turtles!) on NPR
Why Are Stocks And Bonds Both Down? Part II
Why have both stocks and bonds declined? Rising interest rates and poor earnings forecasts are only part of the story.