by Sandi Martin | Jul 19, 2019 | Big Picture, Cash Flow, Design Thinking, Personal Finance
My partner Julia said something amazing when she wrote about applying design thinking to estate planning last month that I’ve been mulling over ever since: Planning for your eventual departure is truly one of the most loving and thoughtful things you can do for your...
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...
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...
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...
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...
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...
