by Julia Chung | Jan 22, 2021 | Monthly Spring Update, Personal Finance, Wealth Management
The year 2020 showed us just how unpredictable life can get. Therefore, this year, we’re starting off with a plan to designing your life around your values. And of course, Sandi shares her top reads this month with the intention of clearing your heads and reducing your stress.
by Julia Chung | Jan 19, 2021 | Case Study, Front Page, Goal Planning, Personal Finance, Planning in Action, Retirement Planning
This year, what we want for you is to help you clarify your values and structure a plan that aligns with your values.
by Sandi Martin | Jan 14, 2021 | Accountability, Affordability, Book Review, Canadian Personal Finance News, COVID-19, Income Tax, Personal Finance, Planning in Action
For this month’s Top Reads, Sandi Martin shares a list of a variety of articles on topics from using habits to reduce stress, the benefits of laziness, to sharing some insights about the market, and persisting in the fight for a just society.
by Julia Chung | Dec 14, 2020 | Monthly Spring Update, Personal Finance, Relationships, Retirement, Retirement Planning, Wealth Management
HAPPY DECEMBER!!! Well… that was … a year. With only a few weeks left of 2020 by the time you receive this message, many of us are feeling relieved to recycle this calendar. For the team at Spring Plans, we’ve been particularly relieved that so many of you reached out to us to ask for help and reassurance during this year of ambiguity. However, while thinking about and managing for the unknown is definitely where we tend to shine, it did initially feel very different this year.
by Julia Chung | Nov 23, 2020 | Monthly Spring Update, Personal Finance, Relationships, Retirement, Retirement Planning, Webinar
This time of year can often amplify our anxiety. How do we create the best holiday experience for ourselves and for our families? What’s the right way to express our love and gratitude in the form of gifts? How do I manage family dynamics with a smile on my face?
by Julia Chung | Nov 16, 2020 | Case Study, Front Page, Personal Finance, portfolio review, Portfolio Second Opinion, Retirement
Two retirees find themselves rebuilding their ideal retirement after a series of market fluctuations and poor insurance advice.