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Financial Planning Basics

Sensible Scenarios: A Vacation Home Dream

by
Marie St. Clare
CFP® - Associate Financial Advisor

May 25, 2021

This picture of a vacation home represents the Smiths' goal.

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.

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?

Sensible Scenarios: A Financial Plan Smoothed the Way to the Open Road

by
Gyb Spilsbury
March 25, 2021

The picture shows an inviting road ahead made possible because of a financial plan.

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?

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.

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The picture is of a lock on a keyboard to represent social engineering, spoofing, and hacking.

Cybersecurity: Social Engineering

Types of social engineering like spoofing and hacking involve researching and even contacting the target. What should you look for?

The picture shows the hands of a person using a calculator to represent figuring taxes and deductions.

Charitable Giving (part 4): Donate Using DAFs

Charitable giving can reduce taxes. If you use Donor Advised Funds, you can often increase tax savings and donate to your favorite charity.

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Rick Miller
Sensible Staff
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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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