Category: Chris Andrysiak

What might the SECURE Act mean for you and your retirement assets?

July 30th, 2019 by

In today’s political climate, anytime a bill passes the House of Representatives by 417-3, it’s worth noting. In this case, it’s the SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement, a bill making reforms to the retirement savings landscape. The bill passed the House on May 23rd. Though there appears to […]

Older adult living options, life care managers, and when it’s smart to make a plan

June 26th, 2019 by

As most of our clients know, planning at Sensible Financial is more than just running the numbers (though we think we’re pretty good at that). It’s also helping our clients think more broadly about how they want to live, and then helping them consider the financial ramifications of their options.  Quite a few of our […]