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Company Updates

AdvisoryHQ Ranks Sensible a Top San Diego Financial Advisor for 2020

by
Sensible Staff
January 28, 2021

The picture is the AdvisoryHQ badge.

AdvisoryHQ chose Sensible Financial as one of the top twelve financial planners and wealth managers in San Diego for 2020.

On T-ball, Volunteering, and Patience

by
Chris Andrysiak
MBA, CFP® - Senior Financial Advisor and Senior Director of Strategy

May 28, 2020

During these times when there is so much unpleasant news, we are supplementing our usual writings on interest rates, retirement plan distributions, and long-term disability insurance with lighter stories. Sensible People (as we like to call ourselves) are sensible, of course, but we are people too. We thought we would share a bit about what [Learn more…]

Sensible Financial’s Founder Rick Miller and Senior Financial Advisor Frank Napolitano Selected to Present at National Association of Divorce Professionals Experience 2020

by
Sensible Staff
January 30, 2020

NADP logo

Frank Napolitano and Rick Miller will speak at the National Association of Divorce Professionals (NADP) annual conference in May. The advisors will discuss using the lifetime balance sheet to plan divorce settlements.

Sensible Financial Named One of San Diego’s Top Financial Advisors for 2019

by
Sensible Staff
April 24, 2019

Advisory HQ badge

Each year, AdvisoryHQ News’ editorial, research, and ranking teams identify and rank the top companies in financial services, wealth management, banking, investment management, accounting, consultancies, retail, financial advisory, and education. This year, they chose Sensible Financial for their list, 2019’s Top Financial Advisors & Wealth Management Firms in San Diego, CA. The publication lauded Sensible Financial [Learn more…]

New Art at Sensible Financial

by
Sensible Staff
October 30, 2018

At Sensible Financial, providing an inviting space for our clients and employees is a high priority. Working in or visiting comfortable and attractive surroundings inspires creativity and helps foster a positive attitude. The deCordova Museum’s Corporate Art Loan Program offers us the opportunity to display beautiful pieces from New England-based contemporary artists. This fall, we [Learn more…]

A Sensible Approach to Scheduling

by
Josh Trubow
MSFP, CFP® - Senior Financial Advisor

September 20, 2018

At Sensible Financial, we strive to make it easier for you to work with us. We know that scheduling meetings and phone calls has been a major pain point, requiring a lot of telephone and email back and forth.  We are pleased to announce that we have upgraded our old-school methods to Calendly, a user-friendly [Learn more…]

Rick Fine: Executive Pursuits Contributor for the Boston Business Journal

by
Rick Fine
MBA, RMA®, CFP® - Principal and Director of Financial Planning

June 20, 2018

Recently, the Boston Business Journal launched a series, Executive Pursuits, written by Boston-area executives, delving into what these busy people do when they’re not working. Rick Fine, Sensible Financial’s Director of Financial Planning, is writing articles on his avocation, photography. (If you’ve been to our Waltham office, you may have seen some of Rick’s photographs decorating [Learn more…]

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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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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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