When the Burkes wanted to take some time off and travel, Sensible created a financial plan to help them get on the road.
Blog
Sonja Murphy: Hockey Fan to Help Clients With Financial Goals
Sonja Murphy has joined Sensible as an Operations Associate. She’ll manage Rick Miller’s schedule, plan meetings, and train in operations.
Wait, What? The GameStop Brouhaha
The GameStop drama had it all – a David vs Goliath storyline, lots of money changing hands, and political involvement. What really happened?
AdvisoryHQ Ranks Sensible a Top San Diego Financial Advisor for 2020
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?
When can I retire and still live the way I want to live? Rick Miller describes some basic concepts about retirement savings.