Marina Cekani, an Operations Associate, has begun trading one day a week. Marina, Edward Samp, and Chuck Luce weigh in on this development.
Blog
Should You Have a Backup Budget? (part 2)
How do you create a backup budget and how can this exercise lead to a more nuanced risk capacity analysis?
Mega Backdoor Roth Lives on, but Act Quickly
Mega Backdoor Roth, the ability to convert after-tax IRA or 401(k) dollars to Roth IRA or 401(k)s, may end soon. Acting fast may be vital.
Family Economics: The Origin of Sensible
Family economics was a novel concept when Rick Miller was in graduate school. Now, it’s the basis for Sensible Financial.
Sensible Volunteers for Cradles to Crayons
The Sensible team always work hard. Recently, instead of creating financial plans, they helped at the Cradles to Crayons warehouse in Newton.
Back to the Office (Not the Film with the DeLorean)
The Sensible team is making plans to return to the office, but what will the post-pandemic office look like?
Charitable Giving Options (Part 2)
Charitable giving can reduce your tax liability if you know the strategies and vehicles that allow you to take advantage of the tax benefits.