Sue Reynolds, a client of Sensible Financial, values both the intelligence and ethics of the Sensible advisers. “I trust them,” she says.
The FAFSA Simplification Act and Financial Aid
The FAFSA Simplification Act makes adjustments to the FAFSA. How will it affect your college student and their financial aid?
The SECURE Act 2.0 and Retirement
The SECURE Act 2.0 builds on the initial SECURE Act of 2019, changing the retirement planning space, and increasing retirement flexibility.
Mutual Fund Distributions: What, Why, and How?
If you want to invest in mutual funds without getting hit with a big tax bill, you need to understand how mutual fund distributions work.
Cybersecurity: Social Engineering
Types of social engineering like spoofing and hacking involve researching and even contacting the target. What should you look for?
Charitable Giving (part 4): Donate Using DAFs
Charitable giving can reduce taxes. If you use Donor Advised Funds, you can often increase tax savings and donate to your favorite charity.
Minimizing Medicare Premium Surcharges
Medicare premiums can include surcharges related to your income. How are surcharges calculated and how can you minimize or avoid them?