by Julia Chung | Jan 20, 2020 | Big Picture, Personal Finance, Registered Education Savings Plan, Retirement Planning
Julia Chung 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...
by Sandi Martin | Nov 21, 2019 | Big Picture, Design Thinking, Personal Finance, Retirement, Retirement Planning
Personal Finance Congratulations! You made it to retirement, and are living off of a combination of personal savings, company pension, and government benefits …and here’s where most of the retirement income planning resources stop, as if retirement is a finish...
by Sandi Martin | Nov 15, 2019 | Retirement, Retirement Planning
Month: November 2019 (This article is reposted with the permission of the author. It was originally published here.) Let me introduce you to my three imaginary friends: Rory, Amy, and Rose. Earning only $35,000 a year at most, each has managed to sock away 5% of that...
