Anne Smith and Aimée Plouffe are new to the Sensible Financial team. The staff members look forward to working with them both.
Rick Fine Loaded (His Camera) for Bear
Rick Fine, a talented photographer, recently traveled to Alaska on a photography trip. He bushwhacked his way through and took lovely photos.
Avoiding Social Security Pitfalls in Divorce
Frank Napolitano, Senior Financial Advisor, spoke about divorce and Social Security during a webinar for the Ilumni Institute. See it here.
Josh Trubow Takes Parental Leave
Josh Trubow will be taking parental leave to welcome a new baby. Fortunately, Sensible has policies in place to support his clients and him.
Sonja Murphy: Hockey Fan to Help Clients With Financial Goals
Sonja Murphy has joined Sensible as an Operations Associate. She’ll manage Rick Miller’s schedule, plan meetings, and train in operations.
AdvisoryHQ Ranks Sensible a Top San Diego Financial Advisor for 2020
AdvisoryHQ chose Sensible Financial as one of the top twelve financial planners and wealth managers in San Diego for 2020.
Career Choice and Financial Security
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…]