Rick Miller presented a talk on retirement, Social Security, and retirement planning at a webinar hosted by Maxifi. Here are his insights.
My Home Office Helps Me Produce and Enjoy Family
Chuck Luce has a summer home office and one for the rest of the year. Both have enabled him to be productive and see his family more.
Remote Work: Efficiency and Family Time
Remote work suits Marina Cekani. She’s productive, handling her time-sensitive tasks while sharing parenting duties with her husband.
Sensible Hires Two Associate Financial Advisors
Sensible Financial has hired two Associate Financial Advisors. Marie St. Clare and Nicholas Rosa began recently and are happy to be part of the team.
Sensible promotes Josh Trubow to Senior Financial Advisor
Josh Trubow, MSFP, CFP ® recently earned the position of Senior Financial Advisor at Sensible Financial Planning and Management.
Marina Cekani: Clients Are Her Priority
Marina Cekani joins Sensible Financial as an Operations Associate with a passion for financial planning and a love of family and travel.
Sensible Financial’s Founder Rick Miller and Senior Financial Advisor Frank Napolitano Selected to Present at National Association of Divorce Professionals Experience 2020
Frank Napolitano and Rick Miller will speak at the National Association of Divorce Professionals (NADP) annual conference in May. The advisors will discuss using the lifetime balance sheet to plan divorce settlements.