Spring Plans

Canadian advice-only #Financialplanning. We help you create your life, well spent.

[MoneySense @MoneySense]

Being named executor of a loved one’s estate can feel like an honour, but it’s also a lot of work, and settling an estate typically takes at least a year.

Here’s what to know before you say yes:

https://t.co/mjKz3aG9xw

[Spring Plans @SpringPlans]

Technology promises to give us back time. But somewhere along the way, we seem to have decided that every extra minute needs to make us more productive. Does it? Check out the conversation in our October newsletter https://t.co/MXDqZhLpcL

[Spring Plans @SpringPlans]

We spend a lot of time planning for retirement, but perhaps not enough time thinking about what we're actually retiring to. And that's a pretty important part of the equation. Read more in our October newsletter https://t.co/MXDqZhKRnd

[Spring Plans @SpringPlans]

Money doesn’t exist in neat little individual boxes. What’s happening with your spouse, kids, grandkids and parents can all be part of your financial picture. We’re talking about planning for the whole family in our September newsletter. https://t.co/TMCFS4G5aE

[Spring Plans @SpringPlans]

Your financial plan may have your name on it, but your financial life probably includes a lot more people. We’re looking at the bigger family picture in our September newsletter. https://t.co/TMCFS4G5aE

[Spring Plans @SpringPlans]

Financial planning gets more interesting when we stop looking at one person, one account or even one generation at a time. Our September newsletter looks at income planning through the whole family lens. https://t.co/TMCFS4G5aE

[Spring Plans @SpringPlans]

RESP grants, RDSP grants and bonds, FHSA room, unused TFSA room. Sometimes there are opportunities sitting elsewhere in the family that nobody has thought to look for. Read more in our September newsletter. https://t.co/TMCFS4GD0c

[Spring Plans @SpringPlans]

We’re grateful for the wonderful people who make up our Spring community, and for the conversations, connections, and trust we share throughout the year.

Wishing you and the people you’re grateful for a very happy Thanksgiving.

[Spring Plans @SpringPlans]

Your financial plan may have your name on it, but your financial life probably includes a lot more people. We’re looking at the bigger family picture in our September newsletter. https://t.co/TMCFS4G5aE

[Spring Plans @SpringPlans]

Money doesn’t exist in neat little individual boxes. What’s happening with your spouse, kids, grandkids and parents can all be part of your financial picture. We’re talking about planning for the whole family in our September newsletter. https://t.co/TMCFS4G5aE

[Spring Plans @SpringPlans]

Financial planning gets more interesting when we stop looking at one person, one account or even one generation at a time. Our September newsletter looks at income planning through the whole family lens. https://t.co/TMCFS4G5aE

[Spring Plans @SpringPlans]

We don’t think the goal of financial planning is to die with perfectly optimized accounts. We think it’s to use your money thoughtfully to support you, your family and the lives you’re building. There’s more on that in our September newsletter. https://t.co/TMCFS4G5aE

[Spring Plans @SpringPlans]

Today, we take time to listen, learn, reflect, and remember.

#TruthAndReconciliation #EveryChildMatters

[Spring Plans @SpringPlans]

Money doesn’t exist in neat little individual boxes. What’s happening with your spouse, kids, grandkids and parents can all be part of your financial picture. We’re talking about planning for the whole family in our September newsletter. https://t.co/TMCFS4GD0c

[Spring Plans @SpringPlans]

Your financial plan may have your name on it, but your financial life probably includes a lot more people. We’re looking at the bigger family picture in our September newsletter. https://t.co/TMCFS4GD0c

[Spring Plans @SpringPlans]

RESP grants, RDSP grants and bonds, FHSA room, unused TFSA room. Sometimes there are opportunities sitting elsewhere in the family that nobody has thought to look for. Read more in our September newsletter. https://t.co/TMCFS4GD0c

[Spring Plans @SpringPlans]

Financial planning gets more interesting when we stop looking at one person, one account or even one generation at a time. Our September newsletter looks at income planning through the whole family lens. https://t.co/TMCFS4G5aE

[Spring Plans @SpringPlans]

Your financial plan may have your name on it, but your financial life probably includes a lot more people. We’re looking at the bigger family picture in our September newsletter. https://t.co/TMCFS4G5aE

[Spring Plans @SpringPlans]

Money doesn’t exist in neat little individual boxes. What’s happening with your spouse, kids, grandkids and parents can all be part of your financial picture. We’re talking about planning for the whole family in our September newsletter. https://t.co/TMCFS4G5aE

[Spring Plans @SpringPlans]

Money doesn’t exist in neat little individual boxes. What’s happening with your spouse, kids, grandkids and parents can all be part of your financial picture. We’re talking about planning for the whole family in our September newsletter. https://t.co/TMCFS4GD0c