by Karen Richardson | May 25, 2020 | 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...
by Julia Chung | Apr 27, 2020 | Cash Flow, COVID-19, Financial Planners, Personal Finance, Personal Financial Planning
Personal Finance Has it only been a month since our last update? It feels like several decades have passed. The sheer volume of information we’ve received and amount of change that has occurred since the beginning of March 2020 has easily outstripped what we would...
by Sandi Martin | Apr 17, 2020 | Cash Flow, Debt Management, 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...
by Spring Plans | Apr 3, 2020 | Big Picture, Cash Flow, COVID-19, Investing, Personal Finance, Wealth Management, Webinar
Note: For more information on the coronavirus and how it relates to your finances, see our dedicated COVID-19 resource page. Cash Flow Clinic Transcript Kathryn Mandelcorn (KM) 0:16 Good afternoon everybody, everybody’s admitted in, we are recording this call. So...
by Julia Chung | Mar 30, 2020 | Cash Flow, Investing, Monthly Spring Update, Personal Financial Planning
Monthly Spring Update We hope this newsletter finds you as well as you can possibly be. It’s only been a month since our last regular newsletter, and so much has changed. Things are changing on a daily basis now, and there’s a great deal of uncertainty in the air. At...
by Julia Chung | Feb 25, 2020 | Cash Flow, Investing, Monthly Spring Update, Personal Financial Planning
Monthly Spring Update If you’re a regular reader, you’ll know that we spent a few days at the end of January and beginning of February reviewing our 2019 and thinking about our 2020. We were lucky to be able to bring together seven of our team members from across the...
