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Dana Anspach
Highlights
- Founder and CEO, and author of retirement-related books
- Certified Financial Planner, Retirement Management Analyst, Kolbe Certified Consultant, and a member of NAPFA (National Association Of Personal Financial Advisors), FPA (Financial Planning Association), and RIIA (Retirement Income Industry Association)
- Named to Investopedia's Top 100 Advisor list in 2018
Experience
Dana Anspach has written extensively on subjects like retirement planning, investing, and general financial planning. She is now the founder and CEO of Sensible Money, a fee-only financial planning and investment firm based in Scottsdale, Arizona.
Before running Sensible Money, Anspach served as Chair of the Practitioner Peer Review Committee from 2010 through 2015. She was a principal/financial advisor at Wealth Management Solutions, LLC from 2005 through 2011, and a financial advisor with 1st Global from 2001 through 2005.
Education
Anspach earned her bachelor's degree from the University of Florida
Latest From Dana Anspach
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Explaining Social Security Spousal Benefits
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Inherited an IRA From Mom or Dad? Here's What You Can Do With It.
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Here's How to Know If You Should Apply for Medicare at 65
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7 Steps for Finding the Best Financial Advisor
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10 Things You Need to Know About IRA Rollovers
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What Are Robo-Advisors?
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How to Calculate Social Security Benefits: A Step-by-Step Guide
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The Most Important Reasons to Consolidate Retirement Accounts
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3 Things You Must Know Before You Buy Rental Property
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U.S. Stock Bear Markets and Their Subsequent Recoveries
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Net Unrealized Appreciation (NUA)
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What You Need to Know About 401(k) Loans Before You Take One
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Variable Annuity
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What Is a Surrender Charge?
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The Pros and Cons of Borrowing from Your 401(k)
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What Is an Inflation-Protected Bond?