by Sandi Martin | May 21, 2020 | Book Review, 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...
by Sandi Martin | Apr 17, 2020 | Cash Flow, Debt Management, Meaningful Spending
Debt Management It’s time for another financial planning case study, drawn from real life work with our clients here at Spring, but smudged and blended artistically to keep you from recognizing your next-door neighbour with line of credit debt. As always, these case...
by Sandi Martin | Apr 14, 2020 | Canadian Personal Finance News, COVID-19, Personal Finance
COVID-19 Top Reads As we write this, we’re in the middle of what feels an awful lot like a world-changing event. By the time you see these COVID-19 top reads, we might be already experiencing some kind of recovery, thanks to our doctors and nurses working the front...
by Sandi Martin | Mar 19, 2020 | Personal Finance, Planning in Action, Retirement, Retirement Planning
Planning in Action We’re delighted to present you with another financial planning case study as part of this year’s theme. This one was drawn from a mash-up of typical clients and scrubbed of identifying detail, because privacy. Remember, we’re writing these case...
