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...
by Julia Chung | Apr 23, 2019 | Accountability, Big Picture, Book Review
The Power of Habit and its follow-up, Smarter, Faster, Better, by Charles Duhigg were some of the bright shining spots in my nonfiction reading over the past year. You never know what you’re getting into with any kind of reading, but at least with fiction, you know...
by Spring Plans | Dec 13, 2018 | Affordability, Big Picture, Christmas, Fee Only Financial Planning, Personal Finance
If you’re reading this financial gift guide, presumably you’re interested in helping your friends and family get better at managing their money and making great decisions about their lives. That’s good. When you give gifts like these, there’s a real danger that the...
by Sandi Martin | Nov 27, 2018 | Big Picture, Goal Planning, Monthly Spring Update
It’s the home stretch, friends. Even though we all know calendar years are arbitrary, that humans celebrate the new year at different times, and that your personal and financial growth can’t possibly be measured in tidy 365 day increments, the end of one year and...
by Sandi Martin | Nov 20, 2018 | Accountability, Big Picture, Book Review, contentment, Debt Management, Personal Finance
When I picked up The Year of Less by Cait Flanders at the library, my friend at the front desk told me she read the first part, but only leafed through the rest. “Minimalism is nice, I guess, but not for me,” she said, as she handed the book to me.I wish she had read...
