• Skip to main content
  • Skip to footer
MENUMENU
  • Home
  • About Us
    • Our Philosophy
    • Choosing a Financial Planner
    • Legal and Regulatory
    • Team
    • Careers
    • Contact Us
  • Our Services
    • Financial Planning
    • Ongoing Financial Guidance
    • Portfolio Management
  • Financial Planning Basics
    • Continuing Care Retirement Communities (CCRCs)
    • Retirement Planning and Cash Flow
    • Social Security
    • Taxes
    • Insurance & Risk Management
    • Investments
    • 401(k)
    • Real Estate
    • College
    • Liquidity
    • Divorce
    • Estate Planning
    • Sensible Updates
  • Resources
    • The Types of People We Help
    • Webinars
    • Blog
    • Videos
    • Financial Planning Guidebook
    • Continuing Care Retirement Communities Guidebook
    • Primers
    • Financial Planning Links
    • Client Links
    • Financial Planning for Older Adults
  • Contact Us
Sensible Financial Planning

Sensible Financial Planning

Follow Us

  • Facebook
  • LinkedIn
  • Twitter
  • YouTube
Client Links

Call Us Today
781-642-0890

Marie St. Clare

Sensible Financial Tips (part 3)

by
Marie St. Clare
CFP® - Financial Advisor

June 7, 2022

The picture is of pastry decorating tips to represent financial tips.

For our 20th anniversary, the Sensible staff came up with financial tips to share. This article deals with investing and charitable giving.

Sensible Financial Tips (part 2)

by
Marie St. Clare
CFP® - Financial Advisor

May 25, 2022

The picture shows the tips of pencils to represent financial tips.

Members of the Sensible staff came up with financial tips on retirement, insurance, estate planning, and security for part 2 of this series.

Sensible Financial Tips (part 1)

by
Marie St. Clare
CFP® - Financial Advisor

April 28, 2022

The picture is of a Lego magician and rabbit to represent financial tips and tricks.

The Sensible Financial staff came up with useful financial tips for Financial Literacy Month that you can use all year.

Charitable Giving Options  (Part 2)

by
Marie St. Clare
CFP® - Financial Advisor

November 23, 2021

The picture is of a fountain with outstretched hands to represent charitable giving.

Charitable giving can reduce your tax liability if you know the strategies and vehicles that allow you to take advantage of the tax benefits.

Charitable Giving Options

by
Marie St. Clare
CFP® - Financial Advisor

October 27, 2021

The picture shows a pot for charitable giving.

How can you give to your favorite charity and enjoy a tax benefit? Reducing your taxable income is the simple answer. But, how?

Sensible Scenarios: A Vacation Home Dream

by
Marie St. Clare
CFP® - Financial Advisor

May 25, 2021

Bob and Edna Smith dreamed of a lakeside vacation home. To find out if and when they could take the plunge, the couple asked a financial planning firm.

« Previous Page

Footer

Services

  • Financial Planning
  • Financial Guidance
  • Portfolio Management

About Us

  • Our Philosophy
  • Team

Resources

  • Blog
    • The Types of People We Help
  • Financial Planning Guidebook
Sign up for our Newsletter

Follow Us

  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Locations

Massachusetts

203 Crescent Street, Suite 404

Waltham, MA 02453

Phone: (781) 642-0890
Fax: (781) 810-4830

 

California

600 B Street, Suite 300

San Diego, CA 92101

Phone: (619) 573-4131​

Disclaimer

This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

More important additional information and full disclaimer.

Copyright © 2025 Sensible Financial · All Rights Are Reserved
Legal Disclosure