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Retirement Choices

Sensible Scenarios: Family Comes First

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

June 29, 2020

An estate plan protects your family.

The Greens want to retire early and spend time with family. Sensible created a financial plan so they could step back from their stressful jobs and relax.

Sensible Scenarios: Dreams of an Arizona Retirement

by
Gyb Spilsbury
November 20, 2019

Arizona red rocks and blue sky

A couple plan to retire in Arizona. When they move sooner than originally planned, they contact their Sensible Financial advisor to make it work.

CCRC Series: What Do I Need to Know About Continuing Care Retirement Communities?

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

June 11, 2019

The picture shows 2 retired people, to represent CCRCs.

Many of our clients asked about retirement options. I researched and wrote a series of articles on Continuing Care Retirement Communities.

Sensible Scenarios: Law & Retirement

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

May 7, 2019

Steve and Maria Henderson, both attorneys, have moved around a lot since they got married. There were colleges and law school, and then, internships and some pro-bono work in an economically depressed area of the US. Now they’re in Massachusetts and are considering making it their permanent home. They’re even contemplating making the switch from [Learn more…]

Sensible Scenarios: Stress Free in Arizona

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

August 27, 2018

Remember when you were a kid and grownups asked you what you wanted to be when you grew up? That was then, and this is now. You are a grownup. You’ve finished school, gone to work, and started a family or a business. Now you’re settled, but you still have dreams. Maybe you want to [Learn more…]

Retirement can be a Scary Proposition – Part 2

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

December 23, 2015

Investment risk and its potentially negative consequences can be a scary proposition for retirees, who might find it difficult to recover from a significant market downturn. By restructuring your portfolio to include more predictable retirement income, you can greatly increase the probability that your retirement assets will sustain you through retirement. To increase income predictability, [Learn more…]

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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Cybersecurity: Social Engineering

Types of social engineering like spoofing and hacking involve researching and even contacting the target. What should you look for?

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Charitable Giving (part 4): Donate Using DAFs

Charitable giving can reduce taxes. If you use Donor Advised Funds, you can often increase tax savings and donate to your favorite charity.

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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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