Sonja Murphy has joined Sensible as an Operations Associate. She’ll manage Rick Miller’s schedule, plan meetings, and train in operations.
AdvisoryHQ chose Sensible Financial as one of the top twelve financial planners and wealth managers in San Diego for 2020.
On January 13, Rick Miller appeared on the MaxiFi webinar to present, “Career Choices and Financial Security: Balancing Life and Work”. Laurence Kotlikoff, President of MaxiFi and Economic Security Planning, Inc., hosted the presentation, introducing Rick and joining in the Q & A after the presentation. Rick organized the webinar in four sections, focused on decision[Learn more…]
Laura Williams, CFP® recently earned her Chartered Special Needs Consultant® designation from the American College of Financial Services.
Rick Miller presented a talk on retirement, Social Security, and retirement planning at a webinar hosted by Maxifi. Here are his insights.
Chuck Luce has a summer home office and one for the rest of the year. Both have enabled him to be productive and see his family more.
Remote work suits Marina Cekani. She’s productive, handling her time-sensitive tasks while sharing parenting duties with her husband.