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Sensible Clients Speak: For Sue, Trust Is Key
Sue Reynolds, a client of Sensible Financial, values both the intelligence and ethics of the Sensible advisers. “I trust them,” she says.
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Spotlight
Mutual Fund Distributions: What, Why, and How?
If you want to invest in mutual funds without getting hit with a big tax bill, you need to understand how mutual fund distributions work.
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Cybersecurity: Social Engineering
Types of social engineering like spoofing and hacking involve researching and even contacting the target. What should you look for?
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Charitable Giving (part 4): Donate Using DAFs
Charitable giving can reduce taxes. If you use Donor Advised Funds, you can often increase tax savings and donate to your favorite charity.
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Minimizing Medicare Premium Surcharges
Medicare premiums can include surcharges related to your income. How are surcharges calculated and how can you minimize or avoid them?
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.
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