by Springwater Wealth | Jan 29, 2017 | Financial Planning, Investment Management, Retirement Plans, Services, Wealth Management
If you’ve reached a certain age, you may have recently received a letter from your bank, brokerage firm or mutual fund company, informing you that you’ll have to take an RMD before year end – and they may have even told you what the amount is. So what is an RMD? Well,...
by Springwater Wealth | Oct 3, 2016 | Investment Management, Newsletter, Retirement Plans, Services
Most investors are aware that US stocks have out-performed many other asset classes over the past several years, with emerging markets and some developed markets generating particularly disappointing results. The main reasons for this disparity are relatively...
by Springwater Wealth | Jun 1, 2016 | Financial Planning, Investment Management, Services, Wealth Management
This is Springwater’s Source, a topic or issue in personal finance and investing, shared visually. The Source will share one concept, once a month, in about a minute or less. Educated investors understand that there is a benefit to diversification. Setting aside...
by Springwater Wealth | Jan 6, 2016 | Financial Planning, Investment Management, Newsletter, Retirement Plans, Services, Wealth Management
Click here to read our fourth quarter market commentary.
by Springwater Wealth | Dec 29, 2015 | Financial Planning, Investment Management, Retirement Plans, Services, Wealth Management
The Institute for Divorce Financial AnalystsTM (IDFATM) has announced that Springwater principal and co-founder Jim Corbeau, MBA, CFP®, CDFA® has completed a specialized educational program in professional divorce analysis and is now a Certified Divorce Financial...
by Springwater Wealth | Nov 10, 2015 | Financial Planning, Retirement Plans, Services
On November 2nd, President Obama signed the Bipartisan Budget Act of 2015. Once section of the Act closes two of the most attractive Social Security strategies – commonly referred to as “File and Suspend” and “Claim Now, Claim More...