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Financial Planning Basics

How Do We Measure Inflation?

by
Rick Miller
Ph.D., CFP® - Founder

November 22, 2021

The picture shows measuring devices to symbolize measuring inflation.

When we measure inflation, the variables and each person’s point-of-view complicate seemingly simple calculations.

Avoiding Social Security Pitfalls in Divorce

by
Sensible Staff
August 12, 2021

The picture shows a sign warning you not to fall in. That represents the pitfalls you should avoid in divorce and Social Security.

Frank Napolitano, Senior Financial Advisor, spoke about divorce and Social Security during a webinar for the Ilumni Institute. See it here.

Deficits, the Debt, Money, and Inflation

by
Rick Miller
Ph.D., CFP® - Founder

June 28, 2021

The picture shows a close-up of $100 bills to represent inflation, debt, and money.

The government is spending a lot of money it doesn’t have. Should we be worried about inflation? How do debts and deficits affect inflation?

Are You the Executor? Here’s What to Expect

by
Laura Williams
CFP®, ChSNC® - Senior Financial Advisor

April 27, 2021

This is an old drawing of a family, including the executor, waiting to hear the reading of a will.

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

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

March 26, 2021

The picture shows part of a $5 bill representing benefits.

A divorced person is entitled to Social Security benefits on their ex-spouse’s record. What are the rules for spousal and survivor benefits?

How Does Timing Affect Social Security Lifetime Benefits?

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

February 18, 2021

The picture shows a dog, poised to catch a ball to represent the importance of timing.

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

by
Sensible Staff
January 25, 2021

The picture shows a chess board to represent decisions, namely, career choice.

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…]

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