Sensible Financial Webinars

Past Events

This graphic is the title card for the webinar on long-term care.

Long-term Care: Overview, Planning, and Insurance

Presented by: Rick Miller and Laura Williams
February 17, 2022

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Part two of the webinar series focuses on long-term care and what it means for older adults and their families.  

The picture is a graphic with the title of the older adult webinar on it.

Older Adult Housing: Issues and Solutions

Presented by: Rick Miller and Laura Williams
January 20, 2022

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Rick Miller and Laura Williams present the questions older adults and their families need to ask to prepare for retirement and their future.

Smarter Giving: Tax-efficient Strategies for Charitable Donations

Presented by: Frank Napolitano
November 17, 2021

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Using Donor Advised Funds and Qualified Charitable Distributions can optimize charitable donations from a tax perspective. Find out how.

Can You Count on the Value of Your Home?

Presented by: Rick Miller
October 13, 2021

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Owning a home isn’t always a stable investment. Housing markets can be volatile and even risky. Sometimes, the stock market is a safer bet.

downsize or dreamsize

Should We Downsize or Dreamsize?

Presented by: Rick Miller
September 8, 2021

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The kids are grown. Should you move? Whether you're looking for a modest home or an oceanside villa, how do you make your dreams come true?

Should We Buy a Vacation House?

Presented by: Rick Miller
August 25, 2021

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Owning a vacation house is a dream for many people, but there's more to it than making a down payment and putting your toes in the sand.

How much house can you afford

How Much House Can We Afford?

Presented by: Rick Miller
July 6, 2021

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The price of a home is not just the listing price. Regular and major maintenance can take a chunk out of your wallet. Interest on your mortgage, homeowners’ insurance, and property taxes factor in, too. Sometimes, waiting is the best strategy.