by Springwater Wealth | Jul 31, 2018 | Newsletter
The field of financial planning has existed for almost 50 years. It emerged when a small group of advisors working for banks, brokerage firms and insurance companies decided to band together to provide planning services to their clients rather than just selling them...
by Springwater Wealth | Jul 24, 2018 | Newsletter
The Tax Cuts and Jobs Act passed in December 2017 included new alimony tax rules that apply to divorce or separation agreements executed after Dec. 31, 2018. The changes can dramatically affect each spouse’s finances, and so are expected to increase the...
by Springwater Wealth | Jul 17, 2018 | Newsletter
The tax legislation that became law in December 2017 reduced the mandatory federal income tax withholding on certain types of compensation, including non-qualified stock options (NQSOs), restricted stock units (RSUs) and cash bonuses, from 25% to 22%. If you’re a...
by Springwater Wealth | Jul 10, 2018 | Newsletter
Since second quarter performance results were made available last week, we’ve received a few inquiries from clients asking about investment returns. Some have been surprised at the returns since the beginning of the year. These inquiries provide an opportunity to...
by Springwater Wealth | Jul 3, 2018 | Newsletter
After attempting for several years to coax inflation back up to 2% in the US economy, the Federal Reserve has finally succeeded. The Commerce Department reported last Friday that consumer prices were 2.3% higher in May than they were the year before. Core inflation,...