CFP®, RMA®, Kolbe CertifiedTM Consultant
Dana Anspach is the founder and CEO of Sensible Money, LLC.
Practicing as a financial planner since 1995, when Dana began working with people in their 50's and 60's she realized that a different type of planning was needed to align one's finances for a transition out of the work force. She founded Sensible Money in 2011 with that goal in mind.
As Dana says, "The retirement income planning process is not static; it is alive with choices and variables. To make the best decisions you need a way to understand the interactions of the choices you make and the corresponding impact on your future. You need an independent voice; information free of the influence of politics, financial products, or advertising incentivized media articles. Thus was born the vision for Sensible Money."
The firm has grown rapidly, and serves clients across the country. This growth has come about largely due to Dana’s expertise. She began writing in 2008 as an expert on retirement related topics for About.com, serving as their “MoneyOver55” expert; this site has now evolved into the topic of Retirement Decisions at The Balance. This position also led to her Twitter handle; you can find her @moneyover55. She also contributes content to MarketWatch and is the author of Control Your Retirement Destiny (2nd Edition) and of Social Security Sense.
Dana is actively involved in the industry, participating in conferences and committees for the Retirement Income Industry Association and working toward expanding the reach of the Retirement Management Analyst® (RMA) designation. All Sensible Money financial planners use a planning process designed around the principles and concepts learned in the RMA® coursework. This process makes sure that each planner uses a consistent process to identify the decisions clients can make that will have the most impact on their level of financial success.
Retirement is a series of irrevocable decisions. Dana has created a process that helps you navigate through these decisions with comfort and ease.
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Recognized as an expert in her field, Dana writes for Thebalance.com, as their expert on Retirement Decisions, providing education and advice to upcoming retirees across the country.Read Dana's latest advice and commentary