by Julia Chung | Oct 21, 2019 | Cash Flow, Investing, Monthly Spring Update, Personal Financial Planning
Well, that’s it. We are truly in the thick of it now. It’s holiday season. If you’re here with us in Canada, you’ve just packed away your Thanksgiving dishes, cast your vote in the federal election, and may have already started carving pumpkins for Halloween. If...
by Julia Chung | Sep 23, 2019 | Cash Flow, Investing, Monthly Spring Update, Personal Financial Planning
Phew! What is with September? All that back to school/back to work/questioning where time even went after much lounging (we hope!) throughout the brief but spectacular Canadian summer can be A LOT. Thankfully, your team at Spring Plans is here to help you wade through...
by Sandi Martin | Jul 30, 2019 | Accountability, Financial Planners, Personal Financial Planning
(This article is reposted with the permission of the author. It was originally published here Boomer & Echo.) I doubt very much you’re asking your financial advisor enough questions, and are worse off because of it. I think I’ve got a handle on why – let me see if...
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 Sandi Martin | Mar 5, 2019 | Book Review, Financial Literacy, Personal Financial Planning
The Laws of Wealth: Psychology and the Secret to Investing Success by Dr. Daniel Crosby isn’t a book that I’d normally pick up off the shelf¹. However, after having deeply respected his work on investor behaviour and following him on Twitter for many years, it...
by Kathryn Mandelcorn | Feb 19, 2019 | Budgets, Cash Flow, Debt Management, Design Thinking, Personal Financial Planning
As promised in our What We Want for you in 2019 article, we are jacked about design thinking this year, and how you can use it to optimize your life and your finances to create the life that you didn’t know you always wanted. This month, we are applying this thinking...
