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…]
Laura Williams Earns Chartered Special Needs Consultant® Designation
Laura Williams, CFP® recently earned her Chartered Special Needs Consultant® designation from the American College of Financial Services.
When Can I Retire and What’s My Number?
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.