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Blog

How Can Trusts Save on Estate Taxes?

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

August 29, 2023

The picture is of a grandfather teaching his granddaughter. This represents his helping her by using trusts to avoid estate taxes.

What are the estate taxes, how are they calculated, and how can adding trusts to your estate plan help you avoid them?

What are CCRCs and Are They for Me?

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

July 31, 2023

The picture shows an older person's hands to represent the difficult decisions that go into deciding whether to live in a CCRC.

Older adults who anticipate needing long-term care may choose a continuing care retirement community (CCRC).

Buying vs. Renting in Retirement

by
Rick Miller
Ph.D., CFP® - Founder

July 31, 2023

The picture is of a key in the lock of a front door because the article debates buying or renting a house.

Housing is a large expense, so choosing between buying and renting can be stressful. Adding retirement to the equation makes it tougher.

Banks Are Riskier Than You Think: Part 2

by
Rick Miller
Ph.D., CFP® - Founder

July 11, 2023

The picture shows a metal shark fin to represent banking risk.

Banks seem like a safe alternative to the stock market, but are they? How do they really work? Is your money safe?

Elizabeth Killion Joins the Operations Team

by
Sensible Staff
June 30, 2023

The picture is of Liz Killion who is new to the operations team.

Liz Killion joins the Sensible operations team as an operations associate. Her interest in technology makes her a great fit.

Banks Are Riskier Than You Think

by
Rick Miller
Ph.D., CFP® - Founder

June 29, 2023

Banks are an excellent example of the difficulties and unintended consequences that follow from attempting to eliminate risk.

The Basics of Estate Planning

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

June 20, 2023

The picture shows the words estate planning types on a page.

Since property can pass through or outside of probate, often, an estate planning attorney can help you decide on the best plan for you.

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Recent Posts

The picture is of envelopes and a pencil to represent charitable giving and, in particular, qualified charitable donations (QCDs).

Charitable Giving (part 5): QCDs

This article will describe another charitable giving strategy known as Qualified Charitable Distributions (QCDs).

The picture shows a dog looking quizzical to represent the question, "Do I need long-term life insurance.

Will I Need Long-term Care and Long-term Care Insurance? 

If you’re used to living independently, it can be daunting to think about needing long-term care insurance. However, it’s best to plan.

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authors

Rick Miller
Sensible Staff
Frank Napolitano
Rick Fine
Josh Trubow
Chris Andrysiak
Marie St. Clare
Laura Williams
Gyb Spilsbury
Chuck Luce
Anne Smith
Elizabeth Bonnette
Aimee Plouffe Polley

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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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