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Dana Anspach
CFP
expertise
Retirement
currently
Founder & CEO of Sensible Money
education
University of Florida
Highlights
- Founder and CEO, and author of retirement-related books
- Is a 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 is a former writer for The Balance. She contributed to The Balance for nearly nine years. She is now the founder and CEO of Sensible Money, a fee-only financial planning and investment firm 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.
Awards and Publications
Latest From Dana Anspach
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Common Mistakes People Make With Their Retirement Money
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6 Things You Should Know About Your 401(k) Plan by Age 55
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7 Steps for Finding the Best Financial Advisor
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How Long Will Your Money Last in Retirement?
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IRA Limits on Contributions and Income
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9 Things People Don't Know About Roth IRAs
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The Best Ways to Become a Millionaire
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Are You Making These 5 Mistakes When Buying Mutual Funds?
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Social Security Factors for Married Couples
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How Tax-Managed Funds Help Lower Your Tax Bill
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5 Search Engines to Help You Find the Right Financial Advisor
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Can You Get a Tax Deduction for Making an IRA Contribution?
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Learn About Safe Investments and How Even Those Have Their Risks
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Avoid These 5 Tax Traps With a Family Inheritance
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Should You Put Less in Bonds If You Have a Pension?
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Retirees - Watch Out for the Hidden Gambling Tax