by Julia Chung | Jan 22, 2021 | Monthly Spring Update, Personal Finance, Wealth Management
The year 2020 showed us just how unpredictable life can get. Therefore, this year, we’re starting off with a plan to designing your life around your values. And of course, Sandi shares her top reads this month with the intention of clearing your heads and reducing your stress.
by Julia Chung | Dec 14, 2020 | Monthly Spring Update, Personal Finance, Relationships, Retirement, Retirement Planning, Wealth Management
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.
by Darryl Brown | Oct 28, 2020 | Big Picture, COVID-19, Front Page, Investing, Wealth Management, Webinar
Note: For more information on the coronavirus and how it relates to your finances, see our dedicated COVID-19 resource page. Market 2020 Clinic Transcript: Spring Plans: Alright. Good evening, and welcome to the Quarterly Clinic with Darryl Brown. All participants...
by Julia Chung | Oct 20, 2020 | Case Study, Front Page, Retirement, Retirement Planning, Wealth Management
Retirement Planning We’ve been asked fairly frequently in the past what a “Spring Plan” is like and we often find ourselves at a loss. Our work isn’t really about creating Spring plans – although this is what we call ourselves – it’s really about providing...
by Sandi Martin | Aug 13, 2020 | Book Review, Budgets, Eugenié George, Front Page, Wealth Management
Book Review I’ve been waiting for Eugenié George’s Our Money Stories to come out since she talked about writing it on Nerd’s Eye View (a financial planning industry blog written by Michael Kitces). What drew me to Eugenié, and got me excited about her book, was her...
by Spring Plans | Apr 3, 2020 | Big Picture, Cash Flow, COVID-19, Investing, Personal Finance, Wealth Management, Webinar
Note: For more information on the coronavirus and how it relates to your finances, see our dedicated COVID-19 resource page. Cash Flow Clinic Transcript Kathryn Mandelcorn (KM) 0:16 Good afternoon everybody, everybody’s admitted in, we are recording this call. So...
