by Springwater Wealth | Apr 16, 2024 | Estate Planning, Financial Planning, Taxes, Wealth Management
If you are charitably inclined, you should consider making your gifts to your favorite charities through a Donor Advised Fund (or “DAF”). What is a Donor Advised Fund (or “DAF”)? A Donor Advised Fund (or “DAF”) is a philanthropic giving vehicle that allows donors to...
by Springwater Wealth | Mar 31, 2024 | Newsletter
You can read our market commentary for the first quarter of 2024 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
by Springwater Wealth | Mar 11, 2024 | Financial Planning, Retirement Concerns, Wealth Management
INTRODUCTION The Inflation Reduction Act of 2022 includes several provisions to lower prescription drug costs for people with Medicare and reduce drug spending by the federal government, including a number of changes to the Medicare Part D drug benefit. These changes...
by Springwater Wealth | Feb 14, 2024 | Financial Planning, Taxes, Wealth Management
If you are 70 ½ or older and you are charitably inclined, you should be making your gifts to your favorite charities through Qualified Charitable Distributions (QCDs) from your retirement accounts. What is a Qualified Charitable Distribution (QCD)? A QCD is a...
by Springwater Wealth | Jan 2, 2024 | Newsletter
You can read our market commentary for the fourth quarter of 2023 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.