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...
by Sandi Martin | Nov 5, 2019 | Book Review, Retirement Planning
When our retirement income planning clients tell us they’ve read Retirement Income for Life, or one of Fred Vettese’s other books on retiring in Canada, I usually get very excited. No, it’s not because we’re huge book nerds at Spring and love talking to people who’ve...
by Sandi Martin | Sep 20, 2019 | Big Picture, Design Thinking, Personal Finance, Retirement Planning
Retirement income planning is a H-U-G-E topic, which is why we’re breaking it down in our Design Thinking Meets Financial Planning series over three posts. First, we want you to actively design answers to the question, who are you, really? What do you need to be...
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...
