by Sandi Martin | Apr 17, 2020 | Case Study, 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 | Case Study, 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...
by Sandi Martin | Mar 16, 2020 | Book Review, Personal Finance
Results for "book review" Until I read Living Your Dream by Larry Wilson, I hadn’t found an all-purpose personal finance 101 book that delivers practical information in enough depth and breadth that I could responsibly recommend it. I’m happy to say that...
by Sandi Martin | Mar 10, 2020 | Canadian Personal Finance News
As we wait for winter to loosen her icy grip on our hearts and sidewalks, let’s take a moment to be grateful for the extraordinary amount of excellent information available to read…indoors. (Except if you live on the West Coast and have been enjoying spring...
