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Blog

How to Calculate Your Social Security Retirement Benefit

by
Laura Williams
CFP®, ChSNC® - Senior Financial Advisor

March 27, 2025

The picture shows a blackboard with figures on it to represent calculating your Social Security benefit.

 [Learn more…]

Inflation is up, but my TIPS are down. What’s going on?

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

March 25, 2025

Learn how TIPS keep pace with inflation and how you can interpret your returns.

Putting Your Money to Work

by
Rick Miller
Ph.D., CFP® - Founder

February 26, 2025

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.

Single Premium Immediate Annuities (Part 2): Who Benefits Most from a SPIA?

by
Rick Fine
MBA, RMA®, CFP® - Principal and Director of Financial Planning

February 25, 2025

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

by
Chris Andrysiak
MBA, CFP® - Senior Financial Advisor and Senior Director of Strategy

February 25, 2025

Based on a Sensible Financial survey, hear how our clients work with and evaluate individual accountants and firms.

Single Premium Immediate Annuities (Part 1)

by
Rick Fine
MBA, RMA®, CFP® - Principal and Director of Financial Planning

February 24, 2025

A Single Premium Immediate Annuity (SPIA) is a plain but powerful way to ensure predictable lifetime income.

Investing in the Trump Era

by
Rick Miller
Ph.D., CFP® - Founder

January 29, 2025

The picture shows someone looking at their computer to check investment returns.

Now that the new administration has begun, what impact will the Trump era have on the market and investment returns?

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President Trump, The Economy, And Your Investments

Let’s discuss President Trump’s policy changes and how they might affect the economy, your financial plan, and investments.

What is FCASH and Your Core Position?

Learn how your core position determines where your cash is held, and how it impacts accounts at Fidelity, Schwab, and more.

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Sensible Staff
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Rick Fine
Chris Andrysiak
Josh Trubow
Marie St. Clare
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Kelly Robertie
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Aimee Plouffe Polley
Elizabeth Bonnette

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This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

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