Why do so many people play the lottery? It’s called availability bias and it can affect financial and other kinds of decision-making.
This is the first in a series of articles on behavioral finance, which seeks to explain the reasons why investors make the moves they do.
After years of market growth, we experienced a bear market. Is it time to reassess your risk tolerance and reorganize your financial plan to reflect that?
You don’t want to think about long-term care, but that could be a problem if you’re waylaid by an accident or illness. The sooner you plan, the better.
Many clients come to Sensible Financial with a tangle of investment accounts. We analyze and reorganize their investments to make them more efficient and less expensive.
Many of our clients asked about retirement options. I researched and wrote a series of articles on Continuing Care Retirement Communities.
Recently, a client came to us with a problem. He had amassed a healthy portfolio and planned to leave it to his two children. He was worried that his daughter’s impending divorce might leave her portion of the inheritance vulnerable to her soon-to-be ex-husband. How do you protect your assets — and your children — [Learn more…]