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Financial Planning Basics

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…]

How Does Divorce Affect Social Security Spousal and Survivor Benefits?

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

December 21, 2020

The picture shows a path diverging to represent divorce. The couple may still get spousal benefits.

Divorced spouses need to know about spousal benefits and survivor benefits. This article shows how Social Security calculates these benefits.

The Impact of Divorce on Social Security Benefits

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

November 30, 2020

The picture shows a couple discussing divorce and Social Security benefits.

Social Security benefits are complicated enough. When you throw divorce into the mix, you add another layer of complexity.

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The image is of a cabin in the woods because the article is about buying a retirement vacation home.

Should We Buy a Retirement Vacation Home?

Is buying a retirement vacation home a good idea? As with most financial and life decisions, it depends on your situation. 

The picture is of two giraffes looking in opposite directions. This represents the differences between banks and custodians.

What Are the Differences Between Banks and Custodians?  

What are the differences between banks and custodians? What are they, how do they operate, and why do we choose them?

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