This month we’re encouraging you to define your own success, celebrate your big (and small) milestones, and keep building a meaningful life.
This month we’re taking you through creating your investment portfolio, so that what you invest in aligns with your values, and serves you for the future.
Your retirement strategy should be so uniquely catered to you and your values, in order for it to be fully supportive of you living your life, well spent.
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.
Wouldn’t it be great to figure out your retirement, set it… and forget it? As we mentioned in November’s Rebuilding Retirement case study, retirement isn’t a destination. It’s an ongoing process.