Medicare premiums can include surcharges related to your income. How are surcharges calculated and how can you minimize or avoid them?
Retirement Planning and Cash Flow
Sensible Clients Speak: Untying Knots for the Craigs
For our 20th anniversary, we spoke to a few of our longstanding Sensible clients to learn why they worked with us and how they started.
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.
Are You on Track to Retire?
Are you on track to retire? Here are a few things to look for and examples of couples asking themselves the same question.
Mega Backdoor Roth 401(k)
What is a mega backdoor Roth? What are the benefits and risks? Will it help increase retirement savings? What about tax-free savings growth?
When Can I Retire?
When can I retire and still live the way I want to live? Rick Miller describes some basic concepts about retirement savings.
Sensible Scenarios: Family Comes First
The Greens want to retire early and spend time with family. Sensible created a financial plan so they could step back from their stressful jobs and relax.
