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financial planning

Debunking Investing Rules of Thumb, Part 2 

by
Gyb Spilsbury
CFP® - Financial Advisor

August 27, 2025

The picture shows two one-way signs to symbolize the fact that there are different ways to look at investing.

We at Sensible are not fans of financial rules of thumb. Each situation differs and you should always use careful analysis before you invest.

Financial Designations: What Do They Mean?

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

June 26, 2025

The financial planning profession is full of designations. Let’s discuss what they cover, and which ones could fit your needs.

Getting the Most From Your Budgeting Software (Part 2) 

by
Marie St. Clare
CFP® - Financial Advisor

January 27, 2025

If you’ve ever tried to keep track of your spending with a budgeting app, you know that the initial motivation doesn’t always last.

Getting the Most From Your Budgeting Software 

by
Marie St. Clare
CFP® - Financial Advisor

October 28, 2024

The picture shows a woman looking at her phone and laptop. This represents budgeting software.

 [Learn more…]

What Financial Accounts Work Hardest for Young Adults?

by
Olivia Harrison
Associate Financial Advisor

October 22, 2024

The picture shows 3 young adults seated at a table to represent financial accounts for young adults.

Building strong habits early in your career helps ensure long-term security. Some financial accounts work especially well for young adults.

Managing Money as a Couple: Thinking About Marriage 

by
Rick Miller
Ph.D., CFP® - Founder

January 31, 2024

The picture is a silhouette of a couple in the sun to represent the title, Managing Money as a Couple: Thinking About Marriage.

A married couple should care for one another and share values. In marriage, shared financial values matter, too.

Human Capital, Earning Power, and the Retirement Implications

by
Rick Miller
Ph.D., CFP® - Founder

September 29, 2023

The picture shows a woman surrounded by graphics representing careers, education, and retirement to represent human capital.

Human capital is your most productive asset. What is it and how do your career and educational decisions affect your life and retirement?

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203 Crescent Street, Suite 404

Waltham, MA 02453

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

 

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San Diego, CA 92101

Phone: (619) 573-4131​

Sensible Financial Planning has been acquired by Beacon Pointe Advisors as of October 1, 2025. To access services, resources, or support, please visit https://beaconpointe.com/financial-advisors/ma/waltham/wama/. Important disclosures for clients can be found by visiting https://beaconpointe.com/disclosures/. Advisory services offered through Beacon Pointe Advisors, LLC, a registered investment advisor.

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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