by Springwater Wealth | Oct 28, 2014 | Financial Planning, Retirement Concerns, Retirement Plans
Marlena Lee, Vice President at Dimensional Funds, addresses the critical question of how to determine the amount of income you’ll need in retirement. Click here to watch the brief, three minute video.
by Springwater Wealth | Oct 27, 2014 | Investment Management, Services, Wealth Management
University of Chicago Booth Professor and Nobel prize winning economist Eugene Fama talks about the evolution of modern finance. Click here to watch the short, three minute video.
by Springwater Wealth | Oct 24, 2014 | Financial Planning, Investment Management, Retirement Plans, Services, Wealth Management
The 2015 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2015. If you are an employee and a retirement plan participant, be sure to contact your employer as soon as possible if you wish to change your...
by Springwater Wealth | Oct 13, 2014 | Financial Planning
Open enrollment for Medicare starts on October 15th, and the range of options can be overwhelming. The October 3, 2014 edition of the New York Times offered a helpful primer and list of strategies. You can read the entire article here.
by Springwater Wealth | Oct 13, 2014 | Investment Management, Services, Wealth Management
An October 10, 2014 New York Times article featured yet another consumer belatedly questioning whether the financial advice they were given by an investment broker was truly in their best interests. The couple in the story say they didn’t realize that their broker...