by Julia Chung | May 26, 2020 | COVID-19, Monthly Spring Update
Results for "case study" The Spring team kicks off each calendar year with a post we call What We Want for You in… *current year.* For 2020, we wanted you to have practical examples of design thinking – the implementation of last year’s theme –...
by Karen Richardson | May 25, 2020 | Case Study, Cash Flow, Debt Management, Personal Finance, variable income
Results for "case study" We’re back with another case study, this time with “Terri.” Terri is 42 years old, single, and works as a pharmaceutical rep earning commission income that varies wildly from month to month. With variable income, it’s hard to save...
by Sandi Martin | May 21, 2020 | Book Review, Front Page, Investing
Book Review I had the pleasure of sitting in on a talk by Bonnie Foley-Wong of Pique Ventures on the concept of Integrated Investing for a small group of other advice-only planners. I now have a huge crush on her because of her passion for making a difference in the...
by Sandi Martin | May 16, 2020 | Canadian Personal Finance News
Tender Money Conversations You may have found, like me, that your ability and desire to read anything except for the back of the cereal box has diminished significantly. That’s okay – the written word will still be ready for you when you’re ready for it. I...
