by Sandi Martin | Mar 19, 2020 | Personal Finance, Planning in Action, Retirement, Retirement Planning
Planning in Action We’re delighted to present you with another financial planning case study as part of this year’s theme. This one was drawn from a mash-up of typical clients and scrubbed of identifying detail, because privacy. Remember, we’re writing these case...
by Spring Plans | Jan 28, 2020 | Goal Planning, Personal Finance, Planning in Action, Retirement Planning
Spring Plans Have you ever heard someone say, “yeah, well – as soon as you get the financial plan, it’s out of date, so why bother?” We have. More times than we can count (although, interestingly, we hear it from other financial professionals more often than...
by Julia Chung | Jan 20, 2020 | Big Picture, Personal Finance, Registered Education Savings Plan, Retirement Planning
Personal Finance Welcome to 2020! Each new year comes with a new set of numbers and this year – which is either the last year of an old decade or the first year of a new one, depending on who you’re talking to – is no different. Here are some Big Shiny...
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 | Dec 16, 2019 | Big Picture, Cash Flow, Design Thinking, Investing, Personal Finance, Retirement Planning
Retirement Planning All year long, your Spring Plans team has been using the concept of Design Thinking to contemplate many different aspects of your personal finances. Why Design Thinking? The answer has remained the same all year long: because we want you to have...
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...
