Spring Financial Planning | Your life, well spent.
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Actionable insights and personal finance tips from your team of financial planners at Spring Financial Planning.
Spring Financial Planning | Your life, well spent.
1w ago
Getting serious about exiting your business? It's crucial to plan for it, as eventual exits are inevitable. Addressing technical aspects is vital, and each situation demands thoughtful consideration. Remember, no one works or lives forever.
The post 2024 April Update appeared first on Spring Planning ..read more
Spring Financial Planning | Your life, well spent.
1M ago
Making great financial decisions can be incredibly difficult given the noise in the world about what is “right” and “smart”. Great financial planning helps you determine which strategies and decisions make the most sense for YOU, so that you can experience your life, well spent.
The post 2024 March Update appeared first on Spring Planning ..read more
Spring Financial Planning | Your life, well spent.
2M ago
You may say to yourself, “I don’t have a trust, those are only for billionaires. This won’t apply to me.” But wait… it might. The new trust requirements significantly impact the kind of trust that you didn’t realize was considered “a trust”.
The post 2024 February Update appeared first on Spring Planning ..read more
Spring Financial Planning | Your life, well spent.
3M ago
It’s a new year, but remember: Time is a construct. The truth is, you can start your year whenever you want. If you thought the start of the year got away from you, let us reassure you that you can start right now.
The post 2024 January Update appeared first on Spring Planning ..read more
Spring Financial Planning | Your life, well spent.
4M ago
Get ready for 2024 – a year promising more changes! While specifics are still a mystery (who doesn't love surprises?), we've got insights, especially in the financial realm. Curious about what’s coming? Here's a sneak peek into the future.
The post 2023 December Update appeared first on Spring Planning ..read more
Spring Financial Planning | Your life, well spent.
5M ago
Globe Advisor reporter Deanne Gage hosted Julia on a LinkedIn Live event to chat about how Financial Planning has evolved
The post The complexity of modern financial planning appeared first on Spring Planning ..read more
Spring Financial Planning | Your life, well spent.
5M ago
“Your life, well spent” is a constant work in progress. Your overall life design and all of your plans are of course subject to change as the world adjusts and changes around you. Here’s how we help you do just that.
The post 2023 November Update appeared first on Spring Planning ..read more
Spring Financial Planning | Your life, well spent.
6M ago
The housing crisis isn’t just for kids. Globe Advisor asked Julia for some ideas on how to manage this wild accommodation environment.
The post Multi-Generational Housing and the Golden Girls Dream appeared first on Spring Planning ..read more
Spring Financial Planning | Your life, well spent.
6M ago
Some seniors are tapping home equity to make ends meet. Julia recommends multi-generational housing once again, on top of government support and a full review of lifestyle expenses.
The post Are you putting your money towards a life you really love? appeared first on Spring Planning ..read more
Spring Financial Planning | Your life, well spent.
6M ago
Join Julia, Sue-May Talbot, and Rose Shawlee as they explore ways to navigate the tricky and unique roles of Power of Attorney’s, with input from a panel of estate experts.
The post You’ve Been Named Power of Attorney, Now What? appeared first on Spring Planning ..read more