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.
Sensible Scenarios: Dreams of an Arizona Retirement
A couple plan to retire in Arizona. When they move sooner than originally planned, they contact their Sensible Financial advisor to make it work.
My parents involved me in the financial aid process. It paid off.
While researching financial aid and colleges with my parents, I learned about setting expectations, finances, and planning.