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…]
Company Updates
Sensible Financial’s Founder Rick Miller and Senior Financial Advisor Frank Napolitano Selected to Present at National Association of Divorce Professionals Experience 2020
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
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
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
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
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…]
Managing Up Matters
In a recent Wall Street Journal article, “The Right and Wrong Way to Manage Up at the Office”, professionals, including Laura Williams, an Associate Financial Advisor at Sensible Financial, weigh in on the importance of understanding your boss’s style in maintaining a healthy work environment and moving ahead in your career. Managing up involves employees[Learn more…]