We at Sensible are not fans of financial rules of thumb. Each situation differs and you should always use careful analysis before you invest.
Debunking Investing Rules of Thumb
Common investing advice can be lousy for many people. Here, I’ll make the case that some investing rules of thumb are off base.
How Does Property Tax Affect Your Living Standard?
Many homebuyers do not think about property tax during their home search, but it can make a big difference in your living standard.
The SECURE Act 2.0 and Retirement
The SECURE Act 2.0 builds on the initial SECURE Act of 2019, changing the retirement planning space, and increasing retirement flexibility.
Should You Have a Backup Budget? (part 2)
How do you create a backup budget and how can this exercise lead to a more nuanced risk capacity analysis?
Is It Time to Consider a Backup Budget?
If you are flexible in your spending, creating a backup budget may measure your risk capacity more accurately, illustrating how much stock you can afford.
Sensible Scenarios: A Financial Plan Smoothed the Way to the Open Road
When the Burkes wanted to take some time off and travel, they asked a financial firm to create a plan to help them get on the road.