by Julia Chung | Dec 12, 2017 | Announcement, Cash Flow, Personal Finance, Spring Original
We are thrilled to announce that we have added a new member to our planning team: Kathryn Mandelcorn, Director of Cash Flow Strategies Kathryn comes to Spring after almost 6 years with Money Coaches Canada, a pioneer in Canada’s fee-for-service planning industry. She...
by Julia Chung | Jan 18, 2017 | Personal Finance, Spring Original
It sounds like an easy question: What do YOU want? Despite popular belief, this question – and no other – should be the force behind your financial plan and your financial decisions. Financial planning is all about finding the answer to, and planning the...
by Julia Chung | Dec 14, 2016 | Personal Finance, Spring Original
Canadians generally enjoy tax-free growth in the capital value of their principal residence. This tax measure, referred to as the “Principal Residence Exemption” (PRE), provides tremendous value as it allows many Canadians to sell their home tax-free. It allows...
by Julia Chung | Nov 23, 2016 | Personal Finance, Spring Original
Our own Sandi Martin collaborated with John Robertson, author of the Value of Simple, to create this useful calculator to help investors make an educated decision when choosing from the variety of low-fee robo-advisors now open in Canada. You can try it out...
by Julia Chung | Nov 15, 2016 | Personal Finance, Spring Original
Spring is pleased to have Mary Gamble of iValue Solutions Consulting provide a guest post on Business Valuation. You may be planning to sell your company, and possibly retire. You may be considering purchasing someone else’s company, and making it your own. You may...
by Julia Chung | Aug 8, 2016 | Personal Finance, Spring Original
RESP Rules & Tips with Sandi Martin and Julia Chung ModernAdvisor hosted a webinar on July 21 featuring “two of Canada’s favourite financial professionals” (their words!), Sandi Martin and Julia Chung of Spring Financial Planning. The webinar...
