When the Burkes wanted to take some time off and travel, they asked a financial firm to create a plan to help them get on the road.
Retirement Planning and Cash Flow
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. A financial firm created a plan so they could step back from their stressful jobs and relax.
How Could Recent Changes to Retirement Plan and Tax Laws Affect You?
The SECURE Act changes many of the tax laws surrounding retirement assets. IRAs, 401(k)s,
Sensible Scenarios: Dreams of an Arizona Retirement
A couple plan to retire in Arizona. When they move sooner than originally planned, they contact their Sensible Financial advisor to make it work.
When I’m 64…Err 94: Retiring Along With Your Parents
Thinking about your retirement means recognizing that you or your parents might live a long time and need help. Here’s how to plan for that.
What might the SECURE Act mean for you and your retirement assets?
[Learn more…]
