by Sandi Martin | Jul 30, 2019 | Accountability, Financial Planners, Personal Financial Planning
(This article is reposted with the permission of the author. It was originally published here Boomer & Echo.) I doubt very much you’re asking your financial advisor enough questions, and are worse off because of it. I think I’ve got a handle on why – let me see if...
by Julia Chung | Jul 22, 2019 | Cash Flow, Investing, Monthly Spring Update, Personal Finance
We love, love, love summer. It might seem odd, given that our name is “Spring,” but there is a method to the madness. See, we love summer so much that we spend a lot of time planning for it, to get it right and to maximize our enjoyment. It is the same approach we...
by Sandi Martin | Jul 19, 2019 | Big Picture, Cash Flow, Design Thinking, Personal Finance
My partner Julia said something amazing when she wrote about applying design thinking to estate planning last month that I’ve been mulling over ever since: Planning for your eventual departure is truly one of the most loving and thoughtful things you can do for your...
by Sandi Martin | Jul 16, 2019 | Book Review
Any book that promises to help me get better at something important, and that the work will be hard and take time (possibly even a lifetime), is a book for me. I stumbled across We Need to Talk by Celeste Headlee while I was browsing through my library’s e-book app¹,...
by Sandi Martin | Jul 9, 2019 | Canadian Personal Finance News
Summer is, as you know, a great time for reading. We hope you’ve been digging into our Summer Reading List and have found some gems. If you’re looking for some smaller bites, then we’ve got just the platter for you in this month’s top reads. We start with some really...
