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Featured

Portfolio Theory for Beginning Investors 

Olivia Harrison
May 28, 2025

Investing can feel overwhelming. This guide will help you understand our research-backed approach to portfolio theory.

Continue Reading Portfolio Theory for Beginning Investors 

Spotlight

The picture is of a grandfather playing with his baby grandchild to represent the Social Security Family Benefit.

Non-Retirement Social Security Benefits: Family Benefits 

Laura Williams
April 28, 2025

Social Security Family Benefits or “spousal” or “child” benefits can benefit family members based on a retired worker’s earnings record.

Continue Reading Non-Retirement Social Security Benefits: Family Benefits 

The picture shows a carpenter's level which represents the leveling of Social Security benefits since the passing of the Social Security Fairness Act.

The Social Security Fairness Act – Leveling Retirement Income for All 

Kelly Robertie
April 28, 2025

The Social Security Fairness Act allows public servants to draw pensions and Social Security if they worked enough in the private sector.

Continue Reading The Social Security Fairness Act – Leveling Retirement Income for All 

Explore

Do I Need an Elder Care Manager for Mom? Part 2: Life After the Move

Previously, I wrote about my experience of working with an elder care manager for my mom. Nearly two years later…

Continue Reading Do I Need an Elder Care Manager for Mom? Part 2: Life After the Move

The picture shows blocks next to a calculator. They have IRA, 401k, and Roth written on them because the article is about Roth conversions.

Roth Conversions – Worth Thinking About? 

Roth conversions are a hot topic these days. Is it a good idea to convert IRAs to Roth IRAs? If so, when and how much?

Continue Reading Roth Conversions – Worth Thinking About? 

The picture shows a blackboard with figures on it to represent calculating your Social Security benefit.

How to Calculate Your Social Security Retirement Benefit

Calculating your Social Security retirement benefit requires an understanding of complex SSA (Social Security Administration) rules and formulas. Many Americans do not…

Continue Reading How to Calculate Your Social Security Retirement Benefit

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President Trump, The Economy, And Your Investments

Let’s discuss President Trump’s policy changes and how they might affect the economy, your financial plan, and investments.

What is FCASH and Your Core Position?

Learn how your core position determines where your cash is held, and how it impacts accounts at Fidelity, Schwab, and more.

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Sensible Staff
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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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