Bob and Edna Smith dreamed of a lakeside vacation home. To find out if and when they could take the plunge, the couple asked Sensible.
Financial Planning Basics
Are You the Executor? Here’s What to Expect
Have you been appointed executor to a loved one’s estate? What are your duties? What issues may arise? Knowing more about it will ease some of your stress.
Optimize Social Security Benefits After Divorce
A divorced person is entitled to Social Security benefits on their ex-spouse’s record. What are the rules for spousal and survivor benefits?
Sensible Scenarios: A Financial Plan Smoothed the Way to the Open Road
When the Burkes wanted to take some time off and travel, Sensible created a financial plan to help them get on the road.
How Does Timing Affect Social Security Lifetime Benefits?
Timing when you file for Social Security is important and has a great effect on your lifetime Social Security benefit.
Career Choice and Financial Security
On January 13, Rick Miller appeared on the MaxiFi webinar to present, “Career Choices and Financial Security: Balancing Life and Work”. Laurence Kotlikoff, President of MaxiFi and Economic Security Planning, Inc., hosted the presentation, introducing Rick and joining in the Q & A after the presentation. Rick organized the webinar in four sections, focused on decision [Learn more…]
How Does Divorce Affect Social Security Spousal and Survivor Benefits?
Divorced spouses need to know about spousal benefits and survivor benefits. This article shows how Social Security calculates these benefits.