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.
A couple plan to retire in Arizona. When they move sooner than originally planned, they contact their Sensible Financial advisor to make it work.
Many of our clients asked about retirement options. I researched and wrote a series of articles on Continuing Care Retirement Communities.
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…]
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…]
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…]
Why is retirement so scary? If someone identifies closely with their job, and has no outside interests, leaving work can be frightening.