Personal Financial Planning Archives

Celebrating Your Own Success

by Julia Chung | Sep 21, 2021 | Big Picture, Front Page, Goal Planning, Investing, Personal Finance, Personal Financial Planning, Planning in Action, Retirement, Retirement Planning

This month we’re encouraging you to define your own success, celebrate your big (and small) milestones, and keep building a meaningful life.

Investing for a Better Future

by Sandi Martin | Aug 17, 2021 | Big Picture, Front Page, Goal Planning, Investing, Personal Finance, Personal Financial Planning, Planning in Action, Retirement, Retirement Planning

This month we’re taking you through creating your investment portfolio, so that what you invest in aligns with your values, and serves you for the future.

Retirement Strategies for Your Unique Values

by Sandi Martin | Jul 20, 2021 | Big Picture, Front Page, Goal Planning, Personal Finance, Personal Financial Planning, Planning in Action, Retirement, Retirement Planning

Your retirement strategy should be so uniquely catered to you and your values, in order for it to be fully supportive of you living your life, well spent.

Much More than Tax Minimization: A Discussion on Trusts with Kathy Bright and Julia Chung

by Spring Plans | Jun 29, 2021 | Personal Finance, Personal Financial Planning, Retirement Planning

Kathy and Julia have a discussion about trusts and the importance of asking why and how to make the best use of them.

April 2020 Update

by Julia Chung | Apr 27, 2020 | Cash Flow, COVID-19, Financial Planners, Personal Finance, Personal Financial Planning

Personal Finance Has it only been a month since our last update? It feels like several decades have passed. The sheer volume of information we’ve received and amount of change that has occurred since the beginning of March 2020 has easily outstripped what we would...

March 2020 Update

by Julia Chung | Mar 30, 2020 | Cash Flow, Investing, Monthly Spring Update, Personal Financial Planning

Monthly Spring Update We hope this newsletter finds you as well as you can possibly be. It’s only been a month since our last regular newsletter, and so much has changed. Things are changing on a daily basis now, and there’s a great deal of uncertainty in the air. At...