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What We Want for You in 2020

What We Want for You in 2020

by Spring Plans | Jan 28, 2020 | Case Study, Front Page, Goal Planning, Personal Finance, Planning in Action, Retirement Planning

Month: <span>January 2020</span> Have you ever heard someone say, “yeah, well – as soon as you get the financial plan, it’s out of date, so why bother?” We have. More times than we can count (although, interestingly, we hear it from other financial...
January 2020 Update

January 2020 Update

by Julia Chung | Jan 27, 2020 | Cash Flow, Investing, Monthly Spring Update, Personal Financial Planning

Julia Chung Happy 2020! Happy Year of the Rat! Happy EVERYTHING! If you’ve been reading along with us for a few years, you’ll already know that Julia is of the opinion that the time between January 1st and the Lunar New Year (January 25 this year) is our “practice...
Big Shiny Numbers 2020

Big Shiny Numbers 2020

by Julia Chung | Jan 20, 2020 | Big Picture, Personal Finance, Registered Education Savings Plan, Retirement Planning

Personal Finance Welcome to 2020!  Each new year comes with a new set of numbers and this year – which is either the last year of an old decade or the first year of a new one, depending on who you’re talking to – is no different.  Here are some Big Shiny...

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