by Spring Plans | Dec 13, 2018 | Affordability, Big Picture, Christmas, Fee Only Financial Planning, Personal Finance
If you’re reading this financial gift guide, presumably you’re interested in helping your friends and family get better at managing their money and making great decisions about their lives. That’s good. When you give gifts like these, there’s a real danger that the...
by Sandi Martin | Nov 20, 2018 | Accountability, Big Picture, contentment, Debt Management, Personal Finance
When I picked up The Year of Less by Cait Flanders at the library, my friend at the front desk told me she read the first part, but only leafed through the rest. “Minimalism is nice, I guess, but not for me,” she said, as she handed the book to me.I wish she had read...
by Spring Plans | Nov 6, 2018 | Cash Flow, Debt Management, Investment Fee Calculator, Personal Finance
The following article is an excerpt from our ebook “Women & Money”. You’ll note some gender-specific language here, but don’t let that deter you. Our advice is the same regardless of the chromosomes you carry. You can download the entire book for free here. Let’s...
by Julia Chung | Oct 29, 2018 | Fee Only Financial Planning, Goal Planning, Monthly Spring Update, Personal Finance
For many of our clients, one of the most frustrating moments of working with expert advisors is when you have this realization: There is rarely one “right” answer. Even when you process this initial realization, and think to yourself, “Sure, everyone is different,”...
by Julia Chung | Sep 24, 2018 | CPP, Personal Finance, Retirement, Social Security
If you’ve worked in both the USA and Canada, you have likely contributed to both the USA’s Social Security program and the Canada Pension Plan (CPP). How will CPP benefits impact your Social Security benefits? How will your US residency impact your CPP and Old Age...
by Sandi Martin | Sep 18, 2018 | Financial Literacy, Personal Finance
Daring Greatly by Brené Brown is one of those few books that I want to keep multiple copies of, so I can press it into people’s hands and say, “Just read it, trust me.” Brown, if you’ve never heard of her, is a research professor who studies vulnerability, courage,...
