Dana Anspach, CFP

Dana Anspach, CFP, CEO of Sensible Money, LLC, which specializes in retirement-income planning, Scottsdale, Arizona. SensibleMoney.com

Strategies to Simplify Your Money… and Your Life
Personal Finances

Strategies to Simplify Your Money… and Your Life

Rob Bertman, CFA, CFP | September 15, 2022

When we look to improve or alter our financial lives, we instinctively add stuff. The result? An unwieldy mess of…

What to Do If Your Pension Plan “De-Risks”
Personal Finances

What to Do If Your Pension Plan “De-Risks”

Dana Anspach, CFP | August 21, 2022

If you have a defined-benefit pension from your employer, you could face a common scenario—your company may decide to offload…

The Financial Benefits of Staggered Retirement
Retirement Living

The Financial Benefits of Staggered Retirement

Dana Anspach, CFP | October 1, 2021

Many two-income couples assume that they’ll retire at the same time and then transition to a new chapter in their…

5 Money Mavens Reveal Their Most Memorable Mistakes
Personal Finances

5 Money Mavens Reveal Their Most Memorable Mistakes

Terri Spath CFA, CFP | April 8, 2019

Even some of the country’s shrewdest financial pros have made big mistakes with their money. Here are their confessions so you don’t make those mistakes.

These Funds Aim for Secure Retirement Income
Portfolio Strategy

These Funds Aim for Secure Retirement Income

Dana Anspach, CFP | January 3, 2019

Retirement income funds provide the right amount of income for your needs, then generate a regular payment every month.

An RMD Fund
Retirement Planning

An RMD Fund

Dana Anspach, CFP | April 2, 2018

To help you meet required minimum distributions, you consolidate all your IRA assets into the RMD fund corresponding closest to the date you turn 70 ½.