by Sandi Martin | Nov 21, 2019 | Big Picture, Design Thinking, Personal Finance, Retirement, Retirement Planning
Personal Finance Congratulations! You made it to retirement, and are living off of a combination of personal savings, company pension, and government benefits …and here’s where most of the retirement income planning resources stop, as if retirement is a finish...
by Sandi Martin | Nov 19, 2019 | Christmas, Meaningful Spending
Sandi Martin It’s time for the second annual holiday financial gift guide from your Spring Planning team! What follows are gift ideas for the financially inclined, but before you start making your list, check it twice¹ to make sure the recipient receives it as the...
by Sandi Martin | Nov 15, 2019 | Retirement, Retirement Planning
Month: November 2019 (This article is reposted with the permission of the author. It was originally published here.) Let me introduce you to my three imaginary friends: Rory, Amy, and Rose. Earning only $35,000 a year at most, each has managed to sock away 5% of that...
by Sandi Martin | Nov 12, 2019 | Canadian Personal Finance News
What is the difference between “automatic” and “automated” finances? How are the retirement planning rules and tools different if you’ve been earning a lower than average income? Why is there all this administration… and all these taxes… when your spouse passes away?...
by Sandi Martin | Nov 5, 2019 | Book Review, Retirement Planning
When our retirement income planning clients tell us they’ve read Retirement Income for Life, or one of Fred Vettese’s other books on retiring in Canada, I usually get very excited. No, it’s not because we’re huge book nerds at Spring and love talking to people who’ve...
