Approaching Retirement Archives - Sensenig Capital Advisors

Approaching Retirement In Retirement

September 3, 2025

The Power of Purpose in Retirement

If you’re lucky, summer has been a chance to unwind, catch up on beach reads, and spend quality time with family and friends before the familiar rhythm of fall resumes.…

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Advanced Planning Approaching Retirement

September 3, 2025

A Note on the New Tax and Policy Bill

Congress recently passed a sweeping tax and spending policy bill with lots of long-term implications. Much of the news coverage has focused on its difficult legislative path and the potential…

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Approaching Retirement Early to Mid-Career

May 29, 2025

Client Question: Should I Be Using a Health Savings Account?

Choosing a health care plan at work can be a bit of a headache—charts comparing premiums, copays and deductibles isn’t exactly light reading. One option you might have encountered in…

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Approaching Retirement Early to Mid-Career

February 28, 2025

Counterintuitive Money Advice: Investing Against the Grain

There are a lot of things in life where the right move is pretty intuitive. Avoid the top rung of a ladder when you’re changing a lightbulb. Don’t click on…

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Approaching Retirement Early to Mid-Career

February 28, 2025

Tax Considerations for 2024: What You Need to Know Before Filing

Tax season isn’t the most joyful time of year, but it’s certainly one of the most important. With the filing deadline fast approaching, here’s a rundown of the latest tax…

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Approaching Retirement In Retirement

January 30, 2025

The REAL Risk to Your Financial Future

People who are saving for retirement tend to focus their attention on movements in the stock market, believing that a bear market is the greatest danger to their financial well-being. …

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Approaching Retirement Early to Mid-Career

November 27, 2024

What Does It Take to Take on Risk?

The trade-off between risk and reward is a key part of any investment strategy. But risk means different things to different people. While risk is the key to unlocking greater…

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Approaching Retirement Early to Mid-Career

October 31, 2024

I’ve Got a Lump Sum in Cash, Should I Invest It Right Away?

What do you do if you’ve just received a big bonus at work, inherited some money, sold a business or otherwise enjoyed a recent windfall you’d like to invest? Should…

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Approaching Retirement Early to Mid-Career

October 31, 2024

AI Everywhere—But Who Wins in the End?

Chances are, you’ve already interacted with a chatbot when you tried to contact a retailer about your online order—and the experience may or may not have been frustrating. Chatbots are…

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Approaching Retirement Early to Mid-Career

July 30, 2024

Equity Compensation: Big Opportunities, But Beware the Risks

We all like hearing that we’re good at our jobs. It’s nice when kudos from your employer come bundled with dollar signs, or when a company backs up the cash…

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