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
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
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
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
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
Follow 5 new rules instead Many retirees rely on a common rule of thumb for retirement withdrawals known as the 4% rule. According to this rule, if you withdraw 4% of your portfolio each year and increase your withdrawals with the rate of inflation, you should have enough income to last your lifetime. So what’s the problem? While the rule... View Article
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