by Sandi Martin | Dec 3, 2020 | Case Study, COVID-19, Front Page, portfolio review, Retirement, Retirement Calculators, Retirement Planning
Wouldn’t it be great to figure out your retirement, set it… and forget it? As we mentioned in November’s Rebuilding Retirement case study, retirement isn’t a destination. It’s an ongoing process.
by Julia Chung | Nov 16, 2020 | Case Study, Front Page, Personal Finance, portfolio review, Portfolio Second Opinion, Retirement
Two retirees find themselves rebuilding their ideal retirement after a series of market fluctuations and poor insurance advice.
by Julia Chung | Oct 20, 2020 | Case Study, Front Page, Retirement, Retirement Planning, Wealth Management
Retirement Planning We’ve been asked fairly frequently in the past what a “Spring Plan” is like and we often find ourselves at a loss. Our work isn’t really about creating Spring plans – although this is what we call ourselves – it’s really about providing...
by Julia Chung | Sep 22, 2020 | Case Study, Front Page, portfolio review, Portfolio Second Opinion
Case Study Welcome back to another exciting installment in our 2020 series of case studies. This month, we’re introducing you to Olivia, who came to us looking for a portfolio review. Our case studies use real stories about real clients (mashed up with many other...
by Julia Chung | Aug 19, 2020 | Case Study, Disability, Disabled Child, Front Page, Long Term Care
Julia Chung In this month’s case study, we’re sharing the financial story of a family with a disabled child who will require long term care. Before we introduce you, we’re circling waaay back to the beginning of the year (was that just eight months ago?!), when we let...
by Kathryn Mandelcorn | Jul 23, 2020 | Case Study, Cash Flow, Cross-Border FInances, Front Page, Income Tax
Results for "case study" Cash Flow for Cross-Border Finances Leela is finally doing her dream job, consulting to international companies on how to create inclusive environments within their organizations. She also helps her clients deal with internal biases...
