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Financial Planning Videos

Meet Senior Financial Advisor, Frank Napolitano of Sensible Financial

by Frank Napolitano
November 30, 2019

Frank Napolitano

Website:  https://www.sensiblefinancial.com/people/frank-napolitano/ Phone:  (619) 573-4131Email: fnapolitano@sensiblefinancial.com

Utility Maximization

by Rick Miller
November 15, 2019

Utility Maximization

Rick Miller, founder and CEO of Sensible Financial Planning, helps clients think in terms of utility maximization. The utility maximization rule states that consumers allocate their income so that the last dollar spent on each product purchased yields the same amount of extra marginal utility. The key takeaway according to Rick are the experiences people enjoy and the benefits of stable consumption.

Investment Approach

by Rick Miller
October 30, 2019

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We aim to develop an investment approach that is tailored to your unique risk capacity (how much investment risk you can afford to take) and your risk tolerance (how much risk you feel comfortable taking). We pride ourselves on our sensible approach to investing: we recommend investments you can understand, with a firm focus on reaching your goals.

Retirement Income

by Rick Miller
October 9, 2019

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The basic financial problem is simple: you live longer than you work. How do you move assets from your working years to your retirement years? We can help you build a long-term strategy for planning for your retirement.

Risk Management

by Frank Napolitano
September 25, 2019

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We work closely with you to understand your lifetime budget, or how much money you expect to live on each year. From that perspective, risk management is the set of insurance products that will allow you and your family to maintain that budget over the course of your lifetime.

Goals Within Life-Cycle Planning

by Rick Miller
September 9, 2019

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Financial Planning

by Rick Miller
August 29, 2019

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Working longer now may cause you to miss opportunities to spend time with your family, to travel, or to take on other activities. Sacrificing now to live better later isn’t attractive. We work with you to identify a sustainable living standard, so you can live better today- not just in retirement. 

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Recent Posts

The picture shows a shelf full of dictionaries to represent financial terminology.

Sensible Financial Terminology

To define financial terminology for our readers, we will build and share a financial glossary. This month we’ll delve into estate planning.

This is a beautifully symmetrical view of an ornate ceiling to represent the perfection part of the perfect portfolio.

4 Core Principles For Your Perfect Portfolio (Part 2)

The perfect portfolio is attainable. The trick? Ask yourself if an investment opportunity jibes with these four core principles of investing.

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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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