Property taxes don’t just affect your budget, they shape your long-term living standard. In the article "How Does Property Tax Affect Your Living Standard?", Brendan "Gyb" S. explores the lifetime financial impact of where you choose to live. Whether you're buying your first home or rethinking your location, this article sheds light on what you need to know: https://lnkd.in/eGJAJbKh #financialplanning #homeownership #propertytax
Sensible Financial Planning and Management
Investment Management
Waltham, MA 234 followers
Advice in your best interest, developed just for you, at a fair price.
About us
We founded Sensible Financial® Planning and Management in 2002 to make state-of-the-art, unbiased and personalized financial advice more widely available, especially to people who haven’t been comfortable using a financial advisor or who thought they couldn’t afford one. Deregulation and ever falling computing costs are steadily increasing competition in financial services, potentially benefiting consumers. Lower priced, higher quality financial products are increasingly available. Unfortunately, access to more good products hasn’t helped people figure out which ones to buy. People need independent advice to make sound choices in their own best interest. But the sales commissions paid by some financial products provide incentives for salespeople to sell products that produce large commissions for themselves, not necessarily the ones that best fill the needs of their customers. Declining computing costs have enabled experts in financial planning and investment strategy to translate their approaches into computer software. This software’s strength – leading-edge customized advice – can’t overcome its weakness – people often don’t understand how complex software works and are unwilling to rely on the results. However, there is enormous potential – a skilled advisor can harness the software’s full power to deliver high-quality advice tailored to each client’s circumstances at a reasonable price. We use the best software available to develop and deliver advice systematically, and efficiently. We recommend excellent products that don’t pay commissions (and don’t need to). Each year, we deliver more financial plans, and advise more clients on how to invest and manage their assets. That so many people and families trust us to advise them about issues so central to their lives and dreams is a great honor. We invite you to join them (and us).
- Website
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https://www.sensiblefinancial.com
External link for Sensible Financial Planning and Management
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Waltham, MA
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Financial Planning, Investment Mangement, and Portfolio Management
Locations
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Primary
Get directions
203 Crescent St
Suite 404
Waltham, MA 02453, US
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Get directions
3111 Camino Del Rio North
Suite 400
San Diego, CA 92108, US
Employees at Sensible Financial Planning and Management
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Kelly Robertie
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Rick Fine
Principal at Sensible Financial Planning and Management
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Chuck Luce
Chief Compliance Officer & Head of Business Operations at Sensible Financial Planning and Management
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Joshua Trubow, MSFP, CFP®
Senior Financial Advisor at Sensible Financial Planning and Management
Updates
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Take charge of your finances with budgeting software that works for you. The first article in Marie St. Clare's budgeting software series compared four different budgeting apps. In this second article, Getting the Most From Your Budgeting Software, Marie walks you through the pre-setup and categorization process. Check it out: https://lnkd.in/e2suuh2N Stay tuned for part three which will focus on maintenance tips! #budgetsmart #moneymanagement #moneyapps
Getting the Most From Your Budgeting Software - Sensible Financial Planning
https://www.sensiblefinancial.com
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Building strong financial habits early in your career is key to long-term security and a successful retirement. In the article “What Financial Accounts Work Hardest for Young Adults?”, Olivia Harrison, Associate Financial Advisor, breaks down essential accounts like emergency funds, employer retirement plans, brokerage accounts, and Roth IRAs. Check out the full article here: https://lnkd.in/eUSCghMt #FinancialPlanning #InvestSmart #RetirementReady
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How do politics and stock markets mix? Do political connections boost company performance? Do markets favor parties? Read Rick Miller’s insights on how elections might impact your portfolio for the answers: https://lnkd.in/euCWrD54 #investing #stockmarkets #election
Politics, Policies, and Stock Market Returns - Sensible Financial Planning
https://www.sensiblefinancial.com
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Happy Thanksgiving! At Sensible Financial, we are thankful for our invaluable team and of course, our clients. Your trust inspires us, and we’re grateful for the opportunity to support your goals. #thanksgiving #happythanksgiving #thankful
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Wit Altruist's acquisition of Shareholder Services Group (SSG), many have questions. In Frank Napolitano’s latest article (Frank Napolitano, CFA, CFP®), he addresses common questions about the risks of holding assets with Altruist compared to more established firms like Fidelity and Schwab. He also covers the role of custodians and other financial intermediaries, helping you understand who’s safeguarding your money and what risks you should consider. Knowledge is power - read more to protect your investments: https://lnkd.in/efnJXkSJ #acquisition #financialplanning #moneymanagement
Are My Assets Safe? What Are Financial Intermediaries? - Sensible Financial Planning
https://www.sensiblefinancial.com
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Have you read our latest newsletter? Brendan "Gyb" S. explains how property tax affects your living standard, Rick Fine dives into annuities- what they are and how they work, and Rick Miller covers the third part of his "Should Gold Be a Part of Your Portfolio?" series. You'll also find links to our upcoming webinars. Read on to learn more! #financialplanning #newsletter #retirement
Property Tax, Annuities & Gold – Plus Upcoming Webinars!
Sensible Financial Planning and Management on LinkedIn
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Sensible Financial Planning and Management reposted this
Ready to find your “magic number” for retirement? Join us this Wednesday, November 20 at 2pm ET, as personal financial expert Rick Miller breaks down the calculations behind your ideal retirement savings, how Social Security fits in, and timing tips. Don’t miss out - secure your spot now and take a step toward your financial future. Register below. #freewebinar #financialplanning #retirementgoals
Curious about your “magic number” for retirement? Join us on November 20 at 2pm ET for an exclusive webinar with financial expert Rick Miller. He’ll break down how to calculate the amount you need for a comfortable retirement, how Social Security fits in, and how your number varies with timing and income. Don’t miss this chance to plan your future with confidence. Register today! https://lnkd.in/e2gXTYHE #freewebinar #financialplanning #retirement
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Ready to find your “magic number” for retirement? Join us this Wednesday, November 20 at 2pm ET, as personal financial expert Rick Miller breaks down the calculations behind your ideal retirement savings, how Social Security fits in, and timing tips. Don’t miss out - secure your spot now and take a step toward your financial future. Register below. #freewebinar #financialplanning #retirementgoals
Curious about your “magic number” for retirement? Join us on November 20 at 2pm ET for an exclusive webinar with financial expert Rick Miller. He’ll break down how to calculate the amount you need for a comfortable retirement, how Social Security fits in, and how your number varies with timing and income. Don’t miss this chance to plan your future with confidence. Register today! https://lnkd.in/e2gXTYHE #freewebinar #financialplanning #retirement
This content isn’t available here
Access this content and more in the LinkedIn app
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Thinking about adding gold to your portfolio? Before you do, take a look at Rick Miller’s article. It breaks down common myths around gold's investment value, including whether it is truly a hedge against inflation: https://lnkd.in/eAtkFvgs In the first article in this series, Rick covered whether gold should ever be used as currency in the US. (Hint: It shouldn’t. If you missed that article, you can read it here: https://lnkd.in/eimpRJw2 ) Be sure to get the insights you need to make an informed decision! #investing #gold #financialplanning
Should Gold Be a Part of Your Portfolio? (Part 2) - Sensible Financial Planning
https://www.sensiblefinancial.com