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Sensible Financial Planning

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Financial Planning Links

Sensible Financial® provides links to these websites because we believe they contain information you may find useful. However, you should not construe any content on any of these sites as advice.

Investing

  • iShares ; detailed information on this very large family of exchange traded funds (ETFs). Barclay’s, the creator and manager of iShares, is the largest manager of indexed assets in the world.
  • Dimensional Fund Advisors ; detailed information on this passively invested family of funds with special expertise in value and small capitalization.
  • Vanguard ETF ; detailed information about this very efficient family of ETFs. Vanguard is the largest manager of publicly traded indexed assets in the world.

Financial Planning Resources

  • Social Security Administration ; you can find many of the arcana of Social Security here.
  • Medicare Part D ; learn about this important program, and select the most financially attractive Part D option for you.
  • AARP Reverse Mortgage ; unbiased information about this interesting new tool for turning some of your home equity into cash.
  • FiGuide ; Unbiased financial advice from fee-only financial planners. Brought to you by the National Association of Personal Financial Advisors.

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Recent Posts

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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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Rick Miller
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Massachusetts

203 Crescent Street, Suite 404

Waltham, MA 02453

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

 

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600 B Street, Suite 300

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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