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Portfolio Second Opinion: A Case Study

Portfolio Second Opinion: A Case Study

by Darryl Brown | Jun 24, 2020 | Case Study, Front Page, Personal Finance, Portfolio IQ, Portfolio Second Opinion

Darryl Brown Welcome back to another case study! If you’re new here, our case studies involve mushing together similar client stories, scrubbing away any identifying details, and sharing how we’re helping Canadians in various financial situations with cash flow,...
Variable Income Case Study: Terri

Variable Income Case Study: Terri

by Karen Richardson | May 25, 2020 | Case Study, Cash Flow, Debt Management, Personal Finance, variable income

Results for "case study" We’re back with another case study, this time with “Terri.” Terri is 42 years old, single, and works as a pharmaceutical rep earning commission income that varies wildly from month to month. With variable income, it’s hard to save...
Line of Credit Debt Case Study

Line of Credit Debt Case Study

by Sandi Martin | Apr 17, 2020 | Case Study, Cash Flow, Debt Management, Front Page, Meaningful Spending

Debt Management It’s time for another financial planning case study, drawn from real life work with our clients here at Spring, but smudged and blended artistically to keep you from recognizing your next-door neighbour with line of credit debt.  As always, these case...
Retired Widow: Case Study

Retired Widow: Case Study

by Sandi Martin | Mar 19, 2020 | Case Study, Front Page, Personal Finance, Planning in Action, Retirement, Retirement Planning

Planning in Action We’re delighted to present you with another financial planning case study as part of this year’s theme. This one was drawn from a mash-up of typical clients and scrubbed of identifying detail, because privacy. Remember, we’re writing these case...
Renovation, Kids, and Cash Flow: Case Study

Renovation, Kids, and Cash Flow: Case Study

by Kathryn Mandelcorn | Feb 20, 2020 | Case Study, Cash Flow, Goal Planning, Personal Finance, Planning in Action

financial planning Every year, we give some thought to what we want for you in the year ahead. We proceed to spend the rest of the year riffing on that subject, hoping that multiple perspectives on a singular concept will provide the means for you to integrate it into...
What We Want for You in 2020

What We Want for You in 2020

by Spring Plans | Jan 28, 2020 | Case Study, Front Page, Goal Planning, Personal Finance, Planning in Action, Retirement Planning

Month: <span>January 2020</span> Have you ever heard someone say, “yeah, well – as soon as you get the financial plan, it’s out of date, so why bother?” We have. More times than we can count (although, interestingly, we hear it from other financial...
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