An estate plan is a series of documents that helps you achieve goals such as providing for your family in the event of an emergency and formalizing your wishes about end of life care at the lowest cost to you and your family. We can give you guidance along the whole process, even working closely [Learn more…]
Financial Planning Videos
Returns Over the Life-Cycle
Rick Miller discusses how inflation, interest rates, returns, and expectations of spending in life-cycle factor into financial planning.
Consumption Smoothing
Human capital is an important part of the portfolio. A lifetime balance sheet is used to determine budget when planning for the future. Rick Miller discusses the assets and liabilities that go into sustainable life-cycle planning.
Investment Strategies
Investment returns are unpredictable. There are many strategies to invest in, some have more risk than others. Rick Miller discusses the reasons for following a passive approach to investing.
What is Congregate Housing?
Sensible Financial partnered with Karen Wasserman from Your Elder Experts, a leader in elder care, to create a presentation for our clients and the community. Karen’s talk provided the audience with much-needed information about options in Senior Living. The event was lively and informative and provided the audience with lots of opportunities to ask questions. If you [Learn more…]
What is a Village?
Sensible Financial partnered with Karen Wasserman from Your Elder Experts, a leader in elder care, to create a presentation for our clients and the community. Karen’s talk provided the audience with much-needed information about options in Senior Living. The event was lively and informative and provided the audience with lots of opportunities to ask questions. If you [Learn more…]
What is Private Home Care?
Sensible Financial partnered with Karen Wasserman from Your Elder Experts, a leader in elder care, to create a presentation for our clients and the community. Karen’s talk provided the audience with much-needed information about options in Senior Living. The event was lively and informative and provided the audience with lots of opportunities to ask questions. If you [Learn more…]