The idea of “putting your money to work” is appealing, but what does that really mean? Let’s rethink and discuss the risks that come with it.
Blog
Single Premium Immediate Annuities (Part 2): Who Benefits Most from a SPIA?
A SPIA is one of the simplest and most effective ways to secure a reliable stream of income in retirement, but it’s not one-size-fits-all.
Accountant Feedback from Our Clients
Based on a Sensible Financial survey, hear how our clients work with and evaluate individual accountants and firms.
Single Premium Immediate Annuities (Part 1)
A Single Premium Immediate Annuity (SPIA) is a plain but powerful way to ensure predictable lifetime income.
Investing in the Trump Era
Now that the new administration has begun, what impact will the Trump era have on the market and investment returns?
What You Need to Know About the SECURE Act 2.0
The passage of the SECURE Act in 2019 made big changes to the Internal Revenue Code. What will that mean for you?
Getting the Most From Your Budgeting Software (Part 2)
How can you set up and maintain your budgeting software for success?