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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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How to Use Dividends for Retirement Income
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The What, When, and How Much of Required Minimum Distributions
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Should You Live on a Weekly Allowance as an Adult?
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What Will a Good Retirement Planner Do for Me?
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What Is an Inflation-Protected Bond?
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How to Decide If Investing in a Balanced Fund Is Right for You
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How to Use a Rental Real Estate Tax Deduction in Your Financial Plan
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How to Factor Inflation and Life Expectancy in Retirement Planning
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Why I Bonds Are the Safest Investment You Can Make
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Retiring Early and What It Means for Your Social Security
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Should I Invest or Pay off the Mortgage?
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What Is an Index?
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How to Calculate Social Security Benefits: A Step-by-Step Guide
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What Are Robo Advisors?
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Learn the Pros and Cons of Paying Off Mortgage Before Retirement
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If You HaveTIAA-CREF, Get Clear on Your Traditional Annuity Options