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Financial Planning Basics

What Financial Accounts Work Hardest for Young Adults?

by
Olivia Harrison
Associate Financial Advisor

October 22, 2024

The picture shows 3 young adults seated at a table to represent financial accounts for young adults.

Building strong habits early in your career helps ensure long-term security. Some financial accounts work especially well for young adults.

Are My Assets Safe? What Are Financial Intermediaries?

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

September 25, 2024

a blue bridge suspended above water is a great analogy for a financial intermediary

Every time someone buys or sells a security, receives a dividend or interest payment or transfers funds, they deal with financial intermediaries. What are they?

Budgeting Apps: We Tested Four, So You Don’t Have To

by
Marie St. Clare
CFP® - Financial Advisor

September 19, 2024

The picture shows a computer screen full of graphs and charts to represent budgeting apps.

 [Learn more…]

I Bonds, CDs, and High-Yield Savings Accounts

by
Kelly Robertie
Associate Financial Advisor

August 30, 2024

The picture is of plants sprouting to represent growing savings accounts.

There are many opportunities to maximize your cash using I bonds, certificates of deposit (CDs) and online high-yield savings accounts.

How Much Do Other People Spend?

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

July 31, 2024

The picture shows a tiny home between two large ones since the article is about different spending levels.

 [Learn more…]

Managing Money as a Couple: Early Marriage 

by
Rick Miller
Ph.D., CFP® - Founder

April 30, 2024

The image shows a young couple preparing breakfast together to represent early marriage.

 [Learn more…]

Managing Money as a Couple: Thinking About Marriage 

by
Rick Miller
Ph.D., CFP® - Founder

January 31, 2024

The picture is a silhouette of a couple in the sun to represent the title, Managing Money as a Couple: Thinking About Marriage.

A married couple should care for one another and share values. In marriage, shared financial values matter, too.

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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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