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.
When the Burkes wanted to take some time off and travel, Sensible created a financial plan to help them get on the road.
Rick Miller presented a talk on retirement, Social Security, and retirement planning at a webinar hosted by Maxifi. Here are his insights.
Social Security retirement benefits are most Americans’ retirement income foundation. Do you know how the SSA calculates your benefits?
Thinking about your retirement means recognizing that you or your parents might live a long time and need help. Here’s how to plan for that.
Many of our clients asked about retirement options. I researched and wrote a series of articles on Continuing Care Retirement Communities.