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...
by Sandi Martin | Oct 31, 2019 | Media
Media Some financial advisors are adopting a new, innovative subscription-based model for Canadians to pay for financial advice that could be especially attractive to middle-class and young, professional investors. The new model sees investors pay a regular monthly or...
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.) 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 800 words or so on...
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...
