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Your Money: Cash Flow and Your Values

Your Money: Cash Flow and Your Values

by Sandi Martin | Mar 16, 2021 | Cash Flow, Front Page, Goal Planning, Personal Finance, Planning in Action, Retirement Planning

This month, we’re focusing on how to put your values into action with a financial planning tool by going over the many ways you can incorporate your values into cash flow planning.

Cross-Border Finances: A Case Study

Cross-Border Finances: A Case Study

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...
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...
April 2020 Update

April 2020 Update

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...
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...
CERB and COVID-19 Cash Flow Clinic

CERB and COVID-19 Cash Flow Clinic

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...
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