by Springwater Wealth | Mar 28, 2019 | Newsletter
Since the Great Recession of 2007-09, US stocks have significantly outperformed those of developed international markets as well as those of emerging markets. Looking back on a decade of under-performance, some investors may be questioning why they should invest in...
by Springwater Wealth | Mar 26, 2019 | Newsletter
In a recent blog post, we outlined how 529 education savings plans work, and why they can be such an attractive tool for saving for education expenses. If you own or contribute to an account with the Oregon College Savings Plan, you probably realize that the...
by Springwater Wealth | Mar 21, 2019 | Newsletter
If there are children in your life you plan to help pay for college, you have probably heard about 529 college savings plans. While there are other ways to save for the payment of education costs, the 529 plan is the most attractive. Let’s review why. The 529 plan...
by Springwater Wealth | Mar 19, 2019 | Newsletter
Saving for first-time home purchase in Oregon just got a little more tax-friendly. What is the FTHSA? A First-Time Homebuyer Savings Account is a special account created by the Oregon legislature in 2018 for resident taxpayers intending to buy their first Oregon home....
by Springwater Wealth | Mar 14, 2019 | Newsletter
Divorce often leaves families broken. Parents go in different directions. Asset are divided. Kids end up caught in the middle. It is a trying time in the best of circumstances. But what happens when the primary income-earner dies prematurely after the divorce? For the...