You need the tools to create financial success on your own terms. Conflict-free financial planning equips you to make educated decisions about the future.| Spring Planning
The upcoming “One Big Beautiful Bill” introduces major U.S. tax changes in 2026, including a $15 million estate tax exemption and new “Trump Accounts” for children. Canadian families with U.S. ties should review estate plans and await CRA guidance before acting. The post Canadian Families and the One Big Beautiful Bill: What You Need to Prepare appeared first on Spring Planning.| Spring Planning
Recessions happen regularly and they don’t last forever. It can be a difficult time for kids and families, but there are some things you can do to get through it. The post What is a recession… and what does it have to do with pop music? appeared first on Spring Planning.| Spring Planning
Planning Your Golden Girls’ Era? Julia spoke at an event a few months back, and the questions that came after were probably more interesting than the talk.en it comes to finances. The post Planning Your Golden Girls’ Era? appeared first on Spring Planning.| Spring Planning
Imagining the future from the very end can shift today’s choices, why the stories we tell become the roots of legacy, and how families can make room for both individual expression and shared responsibility. The post Building and Maintaining a successful family enterprise appeared first on Spring Planning.| Spring Planning
How Julia Chung went from being a single teenage mother to a financial advisor The post Behind the Advice: Julia Chung appeared first on Spring Planning.| Spring Planning
Julia was delighted to talk about Canadians wanting to stay in their own homes as they age and the associated costs with David Toyne at Steadyhand. The post How families can plan for their long-term care and aging in place needs appeared first on Spring Planning.| Spring Planning
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about what to do and what not to do when you unexpectedly get a large sum of money.| Spring Planning
Starting tax planning early gives you time, options, and peace of mind. Review contributions, plan donations, explore tax-loss harvesting, consider income splitting, and check cash flow now to reduce taxes, avoid year-end stress, and optimize savings before 2025 ends.| Spring Planning
Life has a way of throwing curveballs; job changes, surprise bills, or bigger challenges you never saw coming. By building solid emergency savings and smart insurance coverage, you can create a safety net that keeps you steady and ready for anything.| Spring Planning
Retirement is reshaping every industry in Canada, from healthcare to media to small business. As baby boomers exit the workforce, thoughtful succession planning is essential to ensure continuity, transfer knowledge, and support smooth transitions for individuals, families, and organizations.| Spring Planning
2025 has started with uncertainty, focus on strengthening your financial plan by reviewing your emergency fund, spending, and community connections instead of reacting. Adaptability and preparation help you weather any storm.| Spring Planning
