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Renovation, Kids, and Cash Flow: Case Study

Renovation, Kids, and Cash Flow: Case Study

by Kathryn Mandelcorn | Feb 20, 2020 | Case Study, Cash Flow, Goal Planning, Personal Finance, Planning in Action

financial planning Every year, we give some thought to what we want for you in the year ahead. We proceed to spend the rest of the year riffing on that subject, hoping that multiple perspectives on a singular concept will provide the means for you to integrate it into...
What We Want for You in 2020

What We Want for You in 2020

by Spring Plans | Jan 28, 2020 | Case Study, Front Page, Goal Planning, Personal Finance, Planning in Action, Retirement Planning

Month: <span>January 2020</span> Have you ever heard someone say, “yeah, well – as soon as you get the financial plan, it’s out of date, so why bother?” We have. More times than we can count (although, interestingly, we hear it from other financial...
Big Shiny Numbers 2020

Big Shiny Numbers 2020

by Julia Chung | Jan 20, 2020 | Big Picture, Personal Finance, Registered Education Savings Plan, Retirement Planning

Personal Finance Welcome to 2020!  Each new year comes with a new set of numbers and this year – which is either the last year of an old decade or the first year of a new one, depending on who you’re talking to – is no different.  Here are some Big Shiny...
Your Design Thinking Action Plan

Your Design Thinking Action Plan

by Julia Chung | Dec 16, 2019 | Big Picture, Cash Flow, Design Thinking, Investing, Personal Finance, Retirement Planning

Retirement Planning All year long, your Spring Plans team has been using the concept of Design Thinking to contemplate many different aspects of your personal finances.  Why Design Thinking?  The answer has remained the same all year long: because we want you to have...
Design Thinking: Charitable Giving

Design Thinking: Charitable Giving

by Julia Chung | Oct 15, 2019 | Big Picture, Design Thinking, Personal Finance

Autumn is a great time to think about charitable giving. As you are someone who plans ahead (or really, really wants to), getting these thoughts in place before the insanity of the holiday season truly hits your life and your pocketbook can help you focus on what’s...
August 2019 Update

August 2019 Update

by Julia Chung | Aug 26, 2019 | Cash Flow, Investing, Monthly Spring Update, Personal Finance

Are you READY for September??? No, neither are we. In a work sense, absolutely, but are we done with summer? Not at all. For that reason, your team at Spring Plans brings you… a newsletter with the goal of extending that warmest of seasons for just a little bit...
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