Sensible Money

05/11/2026

We’re proud to share that Amy Shepard, Partner at Sensible Money, has been recognized by AdvisorHub as one of the “50 Women RIAs to Watch” for 2026.”

As a partner, Amy contributes meaningfully to the leadership of our firm and the care we bring to every client relationship.

Congratulations, Amy!🎉🥂🤗

Read all about it: https://buff.ly/I7Jq8sq

04/28/2026

Fraud and scams are becoming more sophisticated — making awareness more important than ever.

Join Dana Anspach, CFP®, RMA®, Founder & CEO of Sensible Money, for an educational webinar covering:
• Common scams targeting individuals and retirees
• Red flags that may signal fraudulent activity
• General steps to help reduce risk and protect your information

📅 Thursday, May 14, 2026
⏰ 10:00 AM – 11:30 AM PT

Reserve your spot here:
👉https://buff.ly/PrinNkk



This webinar is for informational and educational purposes only and should not be considered investment or legal advice.

04/27/2026

Dana Anspach, Founder and CEO of Sensible Money, will be speaking at the Morningstar Investment Conference 2026, joining other industry professionals to discuss topics shaping today’s investment landscape.

Learn more or register here:

Join the Morningstar Investment Conference to connect with experts, uncover trends, and gain insights to grow your advisory practice. Register today!

04/25/2026

What makes a budgeting strategy actually work—especially as life changes?

In her latest article, Dana Anspach shares how her “Trifecta Theory” has evolved over time—and why budgeting isn’t just about money, but about managing your time, energy, and priorities.

Read more here:
https://buff.ly/fT14vWm

04/22/2026

A new book from Dana Anspach—coming May 12th.

03/26/2026

🤗Free Webinar! We'll discuss the 4 Phases of Retirement and how to plan for them. It starts soon but there's still time to sign up! 📋

Join us for a free educational webinar:

Planning for the 4 Phases of Retirement
📅 March 26, 2026 | 10 AM PT

We’ll cover what to plan for in each phase:
Pre-Go, Go-Go, Slow-Go, and No-Go.

🎟️ Save your spot: https://buff.ly/W1Bs9wO

03/24/2026

Our last webinar filled up quickly — and we don’t want you to miss the next one.

Join us for a free educational webinar:

Planning for the 4 Phases of Retirement
📅 March 26, 2026 | 10 AM PT

We’ll cover what to plan for in each phase:
Pre-Go, Go-Go, Slow-Go, and No-Go.

🎟️ Save your spot: https://buff.ly/W1Bs9wO

03/23/2026

Do you really need a trust?

It’s one of the most common estate planning questions — along with:
• Is a will enough?
• What does a power of attorney actually cover?
• What happens if something unexpected occurs?

In her latest post, Dana walks through the practical considerations behind trusts, common pitfalls, and why planning for incapacity is often overlooked.

Read more here:
👉 https://buff.ly/23lfQt9

Remember to sign up for this week's webinar if you haven't already!: https://buff.ly/jz870qW

This content is for informational and educational purposes only and is not intended as legal or investment advice.

03/16/2026

🏦 Having trouble understanding the rules for Traditional vs. Roth IRAs. This article gives insight on that, plus income and contribution limits. Learn how to leverage tax benefits and grow your nest egg efficiently.

Don't miss the essential 4% withdrawal rule guide to help secure your financial future!

https://buff.ly/6s7YHtZ