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Design Thinking: Estate Planning

Design Thinking: Estate Planning

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...
Design Thinking: Your Business and Disability

Design Thinking: Your Business and Disability

by Julia Chung | May 27, 2019 | Cash Flow, Design Thinking, Disability, Personal Finance

When you are working on your business plan – or not working on it, as the case may be – the risks that you are usually considering are things like: How you’ll handle cash flow issues Where your next customer is coming from How you’ll manage staff Your next...
Design Thinking: Investing

Design Thinking: Investing

by Sandi Martin | May 23, 2019 | Design Thinking, Investing, Personal Finance, Personal Financial Planning

“How should I think about investing?” is a question I wish a lot more people would ask. Why? Because there is so much more to investing – investing well – than what you should put in your portfolio and who you should get to manage it for you. Oh great, I...
Design Thinking: Taxes

Design Thinking: Taxes

by Julia Chung | Apr 22, 2019 | Design Thinking, Income Tax, Personal Finance

Yum… taxes. As Canadians, we may have love-hate relationships with taxes. Or, like many of our cousins to the south, just flat-out hate-hate relationships. Regardless of how we might feel about taxes, they’re a part of our lives. We can choose to ignore them, we...
Design Thinking: Retirement

Design Thinking: Retirement

by Sandi Martin | Mar 12, 2019 | Design Thinking, Personal Finance, Relationships, Retirement Planning

There is a truth about retirement that I want you to understand: You don’t have to know precisely what you want to plan for the day when you stop working. Sure, it helps financial planners if you can say that you want to retire in the summer of 2021, stay in your home...
Design Thinking: Income & Cash Flow

Design Thinking: Income & Cash Flow

by Kathryn Mandelcorn | Feb 19, 2019 | Budgets, Cash Flow, Debt Management, Design Thinking, Personal Financial Planning

As promised in our What We Want for you in 2019 article, we are jacked about design thinking this year, and how you can use it to optimize your life and your finances to create the life that you didn’t know you always wanted. This month, we are applying this thinking...
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