by Julia Chung | Dec 14, 2020 | Monthly Spring Update, Personal Finance, Relationships, Retirement, Retirement Planning, Wealth Management
HAPPY DECEMBER!!! Well… that was … a year. With only a few weeks left of 2020 by the time you receive this message, many of us are feeling relieved to recycle this calendar. For the team at Spring Plans, we’ve been particularly relieved that so many of you reached out to us to ask for help and reassurance during this year of ambiguity. However, while thinking about and managing for the unknown is definitely where we tend to shine, it did initially feel very different this year.
by Sandi Martin | Dec 8, 2020 | Book Review, COVID-19, Relationships, Retirement, Retirement Planning
Friends, welcome to the end of 2020. We made it! Deep breaths all around. Our final Top Reads is meant specifically for those of us who are burnt out and in desperate need of a rest. While there are some great articles around retirement, investing, and financial...
by Julia Chung | Nov 23, 2020 | Monthly Spring Update, Personal Finance, Relationships, Retirement, Retirement Planning, Webinar
This time of year can often amplify our anxiety. How do we create the best holiday experience for ourselves and for our families? What’s the right way to express our love and gratitude in the form of gifts? How do I manage family dynamics with a smile on my face?
by Darryl Brown | Nov 10, 2020 | Budgets, COVID-19, Investing, Relationships, Retirement, Retirement Planning
This time of year can often amplify our anxiety. How do we create the best holiday experience for ourselves and for our families? What’s the right way to express our love and gratitude in the form of gifts?
by Sandi Martin | Oct 6, 2020 | Big Picture, Book Review, Financial Intimacy, Financial Literacy, Front Page, Relationships
Big Picture Because Financial Intimacy: How to Create a Healthy Relationship with Your Money and Your Mate by Jacquette Timmons was written while the 2008 financial crisis was unfolding, its lessons feel particularly relevant in what has been, with a few exceptions, a...
by Sandi Martin | Mar 12, 2019 | Design Thinking, Personal Finance, Relationships, Retirement Planning
There is a truth about retirement that I want you to understand: You don’t have to know precisely what you want to plan for the day when you stop working. Sure, it helps financial planners if you can say that you want to retire in the summer of 2021, stay in your home...
