May 2020 Update

May 2020 Update

The Spring team kicks off each calendar year with a post we call What We Want for You in… *current year.* For 2020, we wanted you to have practical examples of design thinking - the implementation of last year’s theme - so that you have some of the tools you need to...

Tender Money Conversations

Tender Money Conversations

Tender Money Conversations You may have found, like me, that your ability and desire to read anything except for the back of the cereal box has diminished significantly. That’s okay - the written word will still be ready for you when you’re ready for it.  I happened...

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...