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 Julia Chung | Oct 15, 2019 | Big Picture, Design Thinking, Personal Finance
Autumn is a great time to think about charitable giving. As you are someone who plans ahead (or really, really wants to), getting these thoughts in place before the insanity of the holiday season truly hits your life and your pocketbook can help you focus on what’s...
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...
by Julia Chung | Aug 20, 2019 | Big Picture, Cash Flow, Design Thinking, Personal Finance
Got a business? Self-employed? Looking at a side hustle? Your money just got a whole heck of a lot more complicated. But, not to worry, your friendly neighbourhood financial planners are here to help. In the months and years ahead as you grow your empire, your...
by Sandi Martin | Jul 19, 2019 | Big Picture, Cash Flow, Design Thinking, Personal Finance
My partner Julia said something amazing when she wrote about applying design thinking to estate planning last month that I’ve been mulling over ever since: Planning for your eventual departure is truly one of the most loving and thoughtful things you can do for your...
by Julia Chung | Jun 20, 2019 | Big Picture, Cash Flow, Design Thinking, Personal Finance
Way back in January, we told you what we wanted for you in 2019: Permission to design your life Since then, we’ve given you so many different ways you can apply the concept of design thinking to your life, including investments, disability, taxes, retirement, and cash...
