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Mutual Fund Distributions: What, Why, and How?

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

January 31, 2023

The picture shows a sign pointing to answers. It refers to the title asking about mutual fund distributions.

If you want to invest in mutual funds without getting hit with a big tax bill, you need to understand how mutual fund distributions work.

Family Economics: The Origin of Sensible

by
Sensible Staff
January 5, 2022

The picture shows a seedling, to represent the founding of Sensible Financial and their emphasis on family economics.

Family economics was a novel concept when Rick Miller was in graduate school. Now, it’s the basis for Sensible Financial.

Sensible Scenarios: Financial Planning for a Future Family

by
Laura Williams
CFP®, ChSNC® - Senior Financial Advisor

October 28, 2020

The picture shows baby socks hanging on a family's clothesline.

Dave and Elise have healthy savings. They asked Sensible to calculate their financial options based on future family and career decisions.

Financing Your Wedding

by
Josh Trubow
MSFP, CFP® - Senior Financial Advisor

June 29, 2016

The picture shows a wedding bouquet to represent wedding financing.

Weddings are important life events. They can also be incredibly expensive. Here are a few thoughts about wedding financing.

Retirement Can Be Scary, But It Needn’t Be

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

October 29, 2015

The picture shows a full moon at night to represent the scariness of retirement.

Why is retirement so scary? If someone identifies closely with their job, and has no outside interests, leaving work can be frightening.

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Recent Posts

The picture shows a college campus and students because the article is about FAFSA.

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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authors

Rick Miller
Sensible Staff
Frank Napolitano
Rick Fine
Josh Trubow
Chris Andrysiak
Marie St. Clare
Laura Williams
Gyb Spilsbury
Chuck Luce
Aimee Plouffe Polley

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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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