Is buying a retirement vacation home a good idea? As with most financial and life decisions, it depends on your situation.
Retirement Planning and Cash Flow
What’s My (Retirement) Number?
How much money do you need to retire comfortably without worry? In other words, what is your retirement number?
Sensible Clients Speak: The Lakes Plan Their Future
For our 20th anniversary, we spoke to Dave and Rachel Lake to learn about how Sensible helped them with their retirement planning.
Sensible Clients Speak: For Sue, Trust Is Key
Sue Reynolds, a client of Sensible Financial, values both the intelligence and ethics of the Sensible advisers. “I trust them,” she says.
The SECURE Act 2.0 and Retirement
The SECURE Act 2.0 builds on the initial SECURE Act of 2019, changing the retirement planning space, and increasing retirement flexibility.
Minimizing Medicare Premium Surcharges
Medicare premiums can include surcharges related to your income. How are surcharges calculated and how can you minimize or avoid them?
Housing in Retirement: What Can You Afford?
When thinking about housing options in retirement, we recommend planning to be flexible without having to be nimble.