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 Julia Chung | Nov 23, 2020 | Monthly Spring Update, Personal Finance, Relationships, Retirement, Retirement Planning, Webinar
This time of year can often amplify our anxiety. How do we create the best holiday experience for ourselves and for our families? What’s the right way to express our love and gratitude in the form of gifts? How do I manage family dynamics with a smile on my face?
by Julia Chung | Nov 16, 2020 | Case Study, Front Page, Personal Finance, portfolio review, Portfolio Second Opinion, Retirement
Two retirees find themselves rebuilding their ideal retirement after a series of market fluctuations and poor insurance advice.
by Julia Chung | Oct 26, 2020 | Monthly Spring Update, Personal Finance
Happy October! We hope you’re adjusting well to the season and all the ambiguity that comes with it. We know that you have a great deal on your plate and may not have had much time to read about personal finance. Not to worry! Sandi has done all the reading for you.
by Julia Chung | Oct 20, 2020 | Case Study, Front Page, Retirement, Retirement Planning, Wealth Management
Retirement Planning We’ve been asked fairly frequently in the past what a “Spring Plan” is like and we often find ourselves at a loss. Our work isn’t really about creating Spring plans – although this is what we call ourselves – it’s really about providing...
