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.
Retirement Planning
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 Gracefully Along With Your Parents
These days, families deal with parents and children aging together. What steps can you take to reduce the chances that either you or your parents will have to struggle financially during your retirement?
What might the SECURE Act mean for you and your retirement assets?
In today’s political climate, anytime a bill passes the House of Representatives by 417-3, it’s worth noting. In this case, it’s the SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement, a bill making reforms to the retirement savings landscape. The bill passed the House on May 23rd. Though there appears to[Learn more…]
What Is Your Backup Retirement Plan?
This article originally appeared in Forbes.com. You’re happy in your career. You’re earning enough for now and putting money away for later. You feel productive. You like working. When asked, you say you have no plans to retire until you’re at least 65. Surprise! Things happen. You could confront health challenges that affect you or[Learn more…]
Older adult living options, life care managers, and when it’s smart to make a plan
Sensible Financial hosted Senior Living Options with Karen Wasserman of Your Elder Experts, who presented an overview of retirement facilities.
