by Sandi Martin | Oct 10, 2019 | Budgets, Cash Flow, Meaningful Spending
(This article is reposted with the permission of the author. It was originally published here Boomer & Echo.) I know, I know. Budgets just sound like Remedial Personal Finance, don’t they? Everyone knows you’re supposed to budget, so what’s the point of another...
by Sandi Martin | Sep 20, 2019 | Big Picture, Design Thinking, Personal Finance, Retirement Planning
Retirement income planning is a H-U-G-E topic, which is why we’re breaking it down in our Design Thinking Meets Financial Planning series over three posts. First, we want you to actively design answers to the question, who are you, really? What do you need to be...
by Sandi Martin | Sep 18, 2019 | Canadian Personal Finance News
Are you worried about your parents’ finances? Your own data privacy? Dating someone in a higher income bracket? This month’s top three might not have everything you need to alleviate your stress through the busy month of September, but they will provide you with some...
by Sandi Martin | Sep 12, 2019 | Inside the Bank, Wealth Management
(This article is reposted with the permission of the author. It was originally published here Boomer & Echo.) Imagine this scenario: you’ve gone into the bank to see about setting up a home equity line of credit, or buying a cottage, or increasing your regular...
by Sandi Martin | Aug 15, 2019 | Book Review
You know the nagging feeling that something – even a lot of somethings – are wrong, but the language to express what that something is and why it’s wrong eludes you? Enter Shoshana Zuboff and The Age of Surveillance Capitalism. Here’s an example: loyalty...
