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Financial Goals

Sensible Scenarios: A Vacation Home Dream

by Marie St. Clare
May 25, 2021

This picture of a vacation home represents the Smiths' goal.

Bob and Edna Smith dreamed of a lakeside vacation home. To find out if and when they could take the plunge, the couple asked Sensible.

Sensible Scenarios: A Financial Plan Smoothed the Way to the Open Road

by Gyb Spilsbury
March 25, 2021

The picture shows an inviting road ahead made possible because of a financial plan.

When the Burkes wanted to take some time off and travel, Sensible created a financial plan to help them get on the road.

How to Succeed at New Year’s Resolutions, Without Really Trying

by Rick Miller
December 1, 2017

New Year's Resolutions

Every year, we provide guidance to help you with your New Year’s resolutions. While we used to say that our advice was based solely on introspection, evidence on how habit formation works has emerged, and it’s consistent with our recommendations. So, we can now say with confidence that if you follow these steps, you are [Learn more…]

Start the New Year Right

by Rick Miller
January 28, 2016

There’s still time to start the New Year off right! We’re at the end of January 2016, long enough so that you may have quietly scrapped that ambitious list of New Year’s resolutions, but perhaps not so long that you don’t regret it. Here are our Sensible suggestions for financial New Year’s resolution success. Pick [Learn more…]

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Recent Posts

The picture shows a garden maze to symbolize the complexity of bond returns.

Understanding Bond Returns

What are the sources of bond returns? How do bond valuation techniques (credit and interest rates) affect bond prices?

The picture is of a page in a dictionary since this article is a glossary of bond terms.

Glossary – Bonds

Those who work with bonds have their own vocabulary. We’ve pulled together this handy glossary to clarify the terminology surrounding bonds.

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

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

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Waltham, MA 02453

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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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