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Who We Are Why Us Planning Investments Services FAQ Learn Contact

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Great Courses: How To Plan For The Perfect Retirement See Dana’s Class On The Great Courses Control Your Retirement Destiny book cover Read Control Your Retirement Destiny Computer screen Check Out Our Upcoming Free Webinar Downloadable PDF Browse Our Free Resources Woman streaming a webinar Watch Recorded Webinars Control You Retirement Destiny podcast artwork Listen To The Podcast Woman sitting in office Meet Our Planners Via Video Start squeezin' orange image Sign Up For Our Free Monthly Newsletter Venn diagram Featured Post

Retirement Planner or Financial Planner – Which Do I Need?

There is a difference between a retirement planner and a financial planner in the same way there is a difference between a cardiologist and a family practice doctor. They both start with the same basic training, but one has gone on to become a specialist. Financial planners are trained to help you accumulate and invest your money. Retirement planners have... View Article

June 10, 2021 ·
Finding a Financial Advisor Retirement Planning
Retirement Planner or Financial Planner – Which Do I Need?

More Frequently Asked Questions About Our Services

How do your services work? We begin by developing a comprehensive, customized plan delivered over a series of approximately three meetings each spaced about 2-3 weeks apart. We call this a Juicing® Plan – the process is designed to help you “squeeze” more out of your money. Your financial plan projects how well prepared you are to meet your retirement... View Article

May 4, 2021 ·
Finding a Financial Advisor Sensible Money Office

3 Ways to Stress-Test Your Retirement Income Plan

You need to be sure your retirement income plan will last. Here are three ways to stress-test it.

December 19, 2020 ·
Retirement Planning
3 Ways to Stress-Test Your Retirement Income Plan

5 Smart Year-End Tax-Planning Moves

Tax planning done before year-end can save you money.

December 12, 2020 ·
Tax Planning
5 Smart Year-End Tax-Planning Moves

How to Avoid the Social Security Earnings Limit

The Social Security earnings limit impacts you when you begin benefits early and continue working.

December 10, 2020 ·
Social Security
How to Avoid the Social Security Earnings Limit

The History of Sensible Money

Sensible Money hosted a grand opening in 2012. Since then, the firm has continued to expand, moving to larger space in 2018.

December 6, 2020 ·
Sensible Money Office
The History of Sensible Money

2020 Arizona Tax Credit Limits

The Arizona State Tax Credit program allows you to make a donation to an eligible organization and receive a dollar-for-dollar credit against Arizona state taxes owed. Donating to tax credit eligible organizations will most likely leave you in a tax neutral situation – meaning you’ll pay about the same total amount whether you use the tax credits or just pay... View Article

November 2, 2020 ·
Tax Planning
2020 Arizona Tax Credit Limits

Sensible Money Ranked One of Best Phoenix Financial Advisors

In 2020, for the fourth year in a row, Sensible Money was ranked by an independent rating firm, AdvisoryHQ, as one of the top ten financial advisory firms in the Phoenix and Scottsdale area. This reward does not require firms to pay a fee or buy an ad in a publication. (Many “top financial advisor lists” solicit expensive ads from... View Article

September 15, 2020 ·
Finding a Financial Advisor
Sensible Money Ranked One of Best Phoenix Financial Advisors

How to Election-Proof Your Retirement

The impact of election results on our country’s future weighs heavily on everyone’s minds. The stakes have rarely felt higher. But to what degree should you let politics affect your financial decisions? Should you adjust your retirement date? Rearrange your investment portfolio? Based on what you think will happen? Or just to be cautious? The answer, of course, depends on... View Article

September 10, 2020 ·
Investing for Retirement Retirement Planning
How to Election-Proof Your Retirement

After the Death of a Loved One

Experiencing the pain of losing a loved one is difficult. And when you have responsibilities for settling their estate, it can be hard to balance out the emotions you’re feeling along with the analytical process required to deal with the paperwork and financial decision-making. While learning to live with the loss can be a life-long process, the majority of the... View Article

August 26, 2020 ·
Loss of a Loved One
After the Death of a Loved One
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The Inc. 5000 list published in August 2022 at Inc.com ranks U.S.-based, independent, privately held companies according to percentage growth from 2018 to 2021 as measured by company tax returns. To qualify, companies must have a minimum revenue of $2 million in 2021. The Inc. 5000 List is based on criteria established by Inc.com. Participation in the list is by application and requires the applicant pay a fee. See Inc.com for more information.

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