Sensible Financial Management, LLC
• How much can I reasonably spend in retirement?
• Is my financial situation set up to accomplish my goals beyond retirement?
• Which accounts should I spend from?
• How should my portfolio be allocated to meet my goals?
• Am I adequately safeguarding against threats to my retirement?
• When should I take Social Security?
• How do I get started with Medicare and how do I avoid making costly mistakes?
• Am I taking advantage of tax planning strategies available to me?
Our mission is to provide you with financial planning options in plain English so you can make the best decisions to have a successful and meaningful retirement.