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...
You made it! You’re halfway through 2019, and by the time this newsletter reaches you, will have already experienced the longest day of the year. Your sunshine time is shrinking now – get out there and take advantage! After all those start-of-summer, Father’s...
It has been an eventful month of May here at Spring, with tax season at an end and multiple statements, returns, and updates flowing in from all of you and your accountants. We hope you are as invigorated as we are about all the planning that you can do now that you...
Don’t you just LOVE tax season? No? You’re not alone. Really, Sandi is the only person who loves tax season. It’s one of the many reasons we keep her around. Someone has to like it. In fact, she likes it so much that she’s been volunteering in her community tax...
Happy Lunar New Year! If you’re a regular reader, you already know that some of the team got together at the end of January to retreat and discuss what we did in 2018 and what we’re hoping to do in 2019. Our annual executive retreat, facilitated by the fabulous...