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.
Sensible Scenarios: A Financial Plan Smoothed the Way to the Open Road
When the Burkes wanted to take some time off and travel, Sensible created a financial plan to help them get on the road.
When Can I Retire and What’s My Number?
Rick Miller presented a talk on retirement, Social Security, and retirement planning at a webinar hosted by Maxifi. Here are his insights.
How Does My Income Affect My Social Security Retirement Benefits?
Social Security retirement benefits are most Americans’ retirement income foundation. Do you know how the SSA calculates your benefits?
When I’m 64…Err 94: Retiring Along With Your Parents
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.
CCRC Series: What Do I Need to Know About Continuing Care Retirement Communities?
Many of our clients asked about retirement options. I researched and wrote a series of articles on Continuing Care Retirement Communities.