by Julia Chung | Dec 17, 2019 | Cash Flow, Investing, Monthly Spring Update, Personal Financial Planning, Retirement Planning
Retirement Planning Your Spring Plans newsletter arrives a little earlier than usual this month because we are very hopeful that you have the opportunity to walk away from your email and enjoy some relaxation in the last few weeks of the year. Of course, we know...
by Julia Chung | Nov 25, 2019 | Cash Flow, Investing, Monthly Spring Update, Personal Financial Planning, Retirement Planning
Month: November 2019 The last few weeks of 2019 are upon us! We hope you’re feeling less stressed and more in control of your life and your finances this season than you’ve ever felt before. If not, please know that you’re not alone and our cash flow planning team is...
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...
