by Julia Chung | Dec 14, 2020 | Monthly Spring Update, Personal Finance, Relationships, Retirement, Retirement Planning, Wealth Management
HAPPY DECEMBER!!! Well… that was … a year. With only a few weeks left of 2020 by the time you receive this message, many of us are feeling relieved to recycle this calendar. For the team at Spring Plans, we’ve been particularly relieved that so many of you reached out to us to ask for help and reassurance during this year of ambiguity. However, while thinking about and managing for the unknown is definitely where we tend to shine, it did initially feel very different this year.
by Sandi Martin | Dec 8, 2020 | Book Review, COVID-19, Relationships, Retirement, Retirement Planning
Friends, welcome to the end of 2020. We made it! Deep breaths all around. Our final Top Reads is meant specifically for those of us who are burnt out and in desperate need of a rest. While there are some great articles around retirement, investing, and financial...
by Sandi Martin | Dec 3, 2020 | Case Study, COVID-19, Front Page, portfolio review, Retirement, Retirement Calculators, Retirement Planning
Wouldn’t it be great to figure out your retirement, set it… and forget it? As we mentioned in November’s Rebuilding Retirement case study, retirement isn’t a destination. It’s an ongoing process.