Dave and Rachel Lake sought a financial planning firm to help them prepare for a comfortable retirement, ensuring they could provide for their two sons and consider a major home remodel.
Sensible Scenarios: For Sue, Trust Is Key
Sue Reynolds values both the intelligence and ethics of a financial advisor.
Sensible Scenarios: Untying Knots for the Craigs
Grace and Henry, weary educators from Boston, grew disillusioned with their financial planning firm’s methods and decided to explore a fiduciary firm.
Sensible Continues Cradles to Crayons Volunteering Tradition
The Sensible team continued their fall tradition and donated time, energy, and gently-worn clothes to Cradles to Crayons.
Sensible Celebrates Its 20th: ‘Twas a Lovely Night at the Lyman Estate
Clients, vendors, family, and friends gathered at the historic Lyman Estate for a celebration of 20 years of Sensible Financial.
Rick Miller Discusses Investing (and Turtles!) on NPR
Both stocks and bonds have decreased in value. Rick Miller appeared as a guest on NPR’s Weekend Edition Sunday to discuss that issue.
Sensible Welcomes New Employees!
Sensible has two new employees. Lisa Harris is an operations associate and Kelly Robertie is an associate financial planner.