March’s Top Three Reads

March’s Top Three Reads

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 since...

February’s Top Three Reads

February’s Top Three Reads

There’s a common thread to Sandi’s top reads this month (and it’s not just the fact that she read them on the way to our Spring Retreat): disability insurance, moving in together, and annuities are all topics that too many people make too many assumptions about,...

January’s Top Three Reads

January’s Top Three Reads

If you - like someone else on the Spring team :coughSandicough: - recently welcomed a dog into your home and are now suddenly A Person Who Has Time for Podcasts, our reading list this month has a beautiful series about Fred Rogers that’s perfect to start the new...

Holiday Financial Gifts

Holiday Financial Gifts

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 kind, generous...

Introducing Darryl Brown

We are so excited to announce - as you may have seen already on our home page and in our social media channels - that we have another great expert on our team at Spring Plans. Please join us in welcoming: Darryl Brown, Director of Portfolio Strategies Darryl is a...

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