Spring Planning
  • Home
  • About
    • Team
    • FAQ
    • Testimonials
  • Blog
  • Media
  • Fees & Services
  • Wait List
Select Page
2022 November Update

2022 November Update

by Julia Chung | Nov 17, 2022 | Design Thinking, Monthly Spring Update, Personal Finance

While change is inevitable and constant, it does feel as though this year has brought us a bit more than usual, particularly with respect to our finances. We’ve experienced massive change when it comes to interest rates, with the Bank of Canada rate increasing from 0.25% in January to 3.75% in October.

2022 October Update

2022 October Update

by Julia Chung | Oct 12, 2022 | Design Thinking, Monthly Spring Update, Personal Finance, Wealth Management

On the off chance we don’t live forever, we need to plan for the alternative. And since we won’t directly benefit from the execution of those estate plans, we need a different kind of motivation to get the hard work done. That motivation is LOVE.

2022 September Update

2022 September Update

by Julia Chung | Sep 16, 2022 | Design Thinking, Monthly Spring Update, Personal Finance, Wealth Management

This month we’re deciphering what it really means to have balance. You know that challenges and curveballs are a guarantee, and we know that even with all that change, you can design your best life. Read on to find out how.

2022 August Update

2022 August Update

by Julia Chung | Aug 15, 2022 | Design Thinking, Monthly Spring Update, Personal Finance, Wealth Management

Design thinking continues to permeate all aspects of the work we do at Spring Plans – both with you and on our own. We’re making some changes thanks to our own thinking. Read all about it in this month’s update.

Strategies for spending, costs and income in retirement

Strategies for spending, costs and income in retirement

by Julia Chung | Jul 21, 2022 | Media

Julia participated in a panel discussion at the Globe and Mail: Money Matters event on June 20, discussing “income endurance” with several industry specialists. Her panel begins at 59:39.

« Older Entries
Next Entries »

Spring (In Your Inbox)

Sign up for blog posts, events, and news.
* indicates required
Post Archive
Tweets by SpringPlans
  • Privacy Policy
  • Blog
  • Facebook
  • X
  • Instagram
Careers