• Skip to main content
  • Skip to primary sidebar
  • Skip to footer
MENUMENU
  • Home
  • About Us
    • Our Philosophy
    • Choosing a Financial Planner
    • Legal and Regulatory
    • Team
    • Careers
    • Awards & Recognition
    • Contact Us
  • Our Services
    • Financial Planning
    • Ongoing Financial Guidance
    • Portfolio Management
  • Financial Planning Basics
    • Retirement Planning and Cash Flow
    • Social Security
    • Taxes
    • Insurance & Risk Management
    • Investments
    • 401(k)
    • Real Estate
    • College
    • Liquidity
    • Divorce
    • Estate Planning
    • Sensible Updates
  • Resources
    • Blog
    • Webinars
    • Videos
    • Financial Planning Guidebook
    • Senior Living Options Event
    • Primers
    • Financial Planning Links
    • Client Login
  • Contact Us
Sensible Financial Planning

Sensible Financial Planning

Follow Us

  • Facebook
  • LinkedIn
  • Twitter
Client Login

Call Us Today
781-642-0890

Sensible Primers

The following is an in-depth collection of key reads, published by Sensible Financial, regarding various topics related to your personal finances and investing.

The War in Ukraine

It’s sad that we’re updating this post yet again. This is a terrible time. One country is attempting to impose its will on another by …
Read More

Charitable Contributions

Updated: September 1, 2015The end of the year is a traditional time for charitable contributions. Why? Many people do some assessment of their income tax …
Read More

Financing College – It’s not just for your kids anymore!

Updated: September 1, 2015Wait! Before you move on to your next e-mail, thinking “my kids are through college,” consider for just a moment – you …
Read More

Matchmaker, Matchmaker, Make Me a Raise

Updated: September 1, 2015Lots of people are leaving money on the table, turning down money their employers want to give them. They are giving up …
Read More

How much diversification is enough?

Updated: September 1, 2015Mom told us to dress warmly, eat well, wear clean underwear and always hold a diversified investment portfolio. Well, the first three …
Read More

The (Hidden) Costs of Mutual Fund Investing

Updated: September 1, 2015We humans focus on what we are shown. This tendency makes magic work. The magician fools our eyes by making large and …
Read More

Mutual Funds vs Separately Managed Accounts

Like what you’re reading? Sign up for our monthly newsletter to receive the latest articles straight to your inbox. Updated:  September 1, 2015 Separately Managed Accounts (SMAs) …
Read More

After Enron – protecting your retirement nest egg

Updated: September 1, 2015The highly publicized collapses of Enron and WorldCom destroyed many 401(k) accounts, devastating the retirement hopes and plans of many thousands of …
Read More

Market decline and volatility – what does it mean for my portfolio?

Updated: September 1, 2015You may have heard or noticed that the stock market has been going through a bit of a rough patch. As of …
Read More

How to avoid the next Madoff scam

Updated: September 1, 2015What can we learn from the Madoff fraud? Let’s start by listing what we know about it:The investor group seemed like a …
Read More

What to do with your income tax refund

Updated: September 1, 2015April 15 has just passed¹. With a little luck, you may have come into some extra money – Uncle Sam or your …
Read More

Five Simple Rules for Harvesting Capital Gains

Updated: September 1, 2015The end of the year is upon us1. Your tax advisor (if you have a tax advisor) may be asking you how …
Read More

Take Advantage of Low Taxes on Investments

Updated: September 1, 2015How can you take advantage of dividend and capital gain tax rates at historically low levels?Sensible Financial™ identifies 4 specific strategies you …
Read More

Establishing a Streamlined Tax Structure

Updated September 1, 2015Have you seen the simplified 1040? It looks like this:How much money did you make last year? ________________ Send it in ________________No …
Read More

Should you convert your Traditional (pre-tax) IRA to a Roth IRA in 2010?

Updated: September 1, 2015The US Congress, in the Tax Increase Prevention and Reconciliation Act (TIPRA) of 2006, eliminated the income limit for conversions from pre-tax …
Read More

Primary Sidebar

Sign up for our newsletter

Recent Posts

The picture shows a shelf full of dictionaries to represent financial terminology.

Sensible Financial Terminology

To define financial terminology for our readers, we will build and share a financial glossary. This month we’ll delve into estate planning.

This is a beautifully symmetrical view of an ornate ceiling to represent the perfection part of the perfect portfolio.

4 Core Principles For Your Perfect Portfolio (Part 2)

The perfect portfolio is attainable. The trick? Ask yourself if an investment opportunity jibes with these four core principles of investing.

Categories

  • Estate Planning
  • Financial Planning Basics
  • Financial Planning Videos
  • Insurance & Risk Management
  • Investments
  • Retirement Planning and Cash Flow
  • Sensible Updates
  • Taxes

Topics

Annuities Bonds Charitable Giving College Planning Company Updates Credit Health dark pools Disability Insurance Divorce Economy estate planning Federal Reserve Financial Goals Financial IQ financial planning Financial Strategy Forbes.com inflation Investments Investment Strategy IRA Legislation Liquidity Long-Term Care market impact Medicare Mortgage Older Adult Living payment for order flow Recommended Books remote work Retirement Choices retirement planning Retirement Savings Risk Management savings Securities Social Security Social Security benefits Spousal benefits Staff News Stock Market Stocks sustainable portfolios wills

authors

Chris Andrysiak Chuck Luce Edward Samp Frank Napolitano Gyb Spilsbury Josh Trubow Laura Williams Marie St. Clare Rick Fine Rick Miller Sensible Staff Tom Sadtler

Footer

Services

  • Financial Planning
  • Financial Guidance
  • Portfolio Management

About Us

  • Our Philosophy
  • Team

Resources

  • Blog
  • Financial Planning Guidebook
Sign up for our Newsletter
Awards & Recognition

Follow Us

  • Facebook
  • LinkedIn
  • Twitter

Locations

Massachusetts

203 Crescent Street, Suite 404

Waltham, MA 02453

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

 

California

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.

More important additional information and full disclaimer.

Copyright © 2022 Sensible Financial · All Rights Are Reserved
Legal Disclosure