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Financial Planning Videos

Hear Directly From Our Advisors

At Sensible Financial® Planning, we take a holistic and highly personalized approach to financial planning. You can hear directly from the advisors at Sensible Financial on a variety of topics below in these financial planning videos. Have a question? Let’s talk in person.

Since 1927, The American College of Financial Services has helped financial services professionals realize their career goals through rigorous and practical education.

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Risk and the Life-Cycle Theory​

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Liquidity and Goals

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Human Capital and the Life-Cycle Theory

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Human Capital And Portfolio Allocations

How Does a Life Care Manager Charge for Services?

Do you have any recommendations for online resources that might help me make a decision?

In your practice as an elder management professional, how do you tell the good places from the bad ones?

What’s your opinion on for-profit/non-profit housing and do you have a bias?

How does Section-VIII housing differ from place to place?

Do retirement communities or independent/assisted living facilities to accept Section-VIII vouchers?

What is Private Home Care?

What is a Village?

What is Congregate Housing?

Investment Strategies Image

Investment Strategies

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Consumption Smoothing

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Returns Over the Life-Cycle

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Estate Planning

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Financial Planning

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Goals Within Life-Cycle Planning

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Risk Management

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Retirement Income

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Investment Approach

Utility Maximization

Frank Napolitano

Meet Senior Financial Advisor, Frank Napolitano of Sensible Financial

Lifespan Uncertainty

Lifespan Uncertainty

Income Volatility

Income Volatility

Utility Returns

Uncertain Returns and Utility

Risk and Goal Flexibility

Risk and Goal Flexibility

Expected Returns

Expected Returns and the Risk Premium

Incorporating Social Security

Incorporating Social Security​

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Recent Posts

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The FAFSA Simplification Act and Financial Aid

The FAFSA Simplification Act makes adjustments to the FAFSA. How will it affect your college student and their financial aid?

The picture shows an older couple hiking on a beautiful day to represent retirement and the SECURE Act.

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.

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Topics

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authors

Rick Miller
Sensible Staff
Frank Napolitano
Rick Fine
Josh Trubow
Chris Andrysiak
Marie St. Clare
Laura Williams
Gyb Spilsbury
Chuck Luce
Aimee Plouffe Polley

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Waltham, MA 02453

Phone: (781) 642-0890
Fax: (781) 810-4830

 

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San Diego, CA 92101

Phone: (619) 573-4131​

Disclaimer

This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

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