As an expert in her field, since 2008 Dana has written a column for About.com which you can find at MoneyOver55. She is a practicing financial advisor in Phoenix, Arizona, and also currently serves as the Chair of the Practitioner Peer Review Committee for the Retirement Management Journal, a publication issued by the Retirement Income Industry Association.

You can call Dana at 480-719-7290, or send her an email at dana@sensiblemoney.com.

Experience:

Practicing since 1995, Dana is a Certified Financial PlannerTM, Retirement Management AnalystSM, member of NAPFA (National Association Of Personal Financial Advisors), FPA (Financial Planning Association), and RIIA (Retirement Income Industry Association).

Dana has used her experience to come up with a concept she calls juicing...

"Imagine hand-squeezing oranges every morning so you can have a glass of fresh-squeezed juice. You think you’re doing well. You’re getting a decent amount of juice out of each orange. Then, one holiday, someone gives you a juicer. Now, same number of oranges... lots more juice."

Where does the extra juice come from? Well, it’s already there, but right now it’s getting tossed away. Sometimes it goes toward taxes that could be avoided, excess investment fees, errant planning decisions… The important thing to know is this juice can be going right back into your cup.

So how do you juice?

You have to know what you are doing. There’s a lot of good information out there, and a lot of misinformation. Unless you are in the industry, it can be hard to tell the difference.

There are a lot of good intentions out there combined with ignorance. There’s nothing like someone who means well armed with misinformation to send you headed down the wrong path.

I aim to provide as much free quality information as I can on this site. But when investments, taxes, and Social Security all intersect, it gets complex. If you need help, we'd love to talk to you about how we juice. Specifically, we have a process that helps you:

•     Pay less in taxes
•     Save on investment fees
•     Earn more with a rules-based approach
•     Expand your toolbox
•     And if you are near retirement, there might be a way to make your Social Security benefits do more

Additional information on this topic may be found at www.sensiblemoney.com.

N/A