by Springwater Wealth | Nov 8, 2021 | Estate Planning, Financial Planning, Taxes, Wealth Management
Erika seems to be slowly recovering from the recent loss of her husband of 43 years to the coronavirus. While John was 74 years old, he had no underlying health conditions. In fact, he was remarkably fit and took very good care of himself. They are still not sure how...
by Springwater Wealth | May 21, 2021 | Estate Planning, Financial Planning, Retirement Concerns, Wealth Management
Any experienced mountaineer will tell you that the most dangerous part of a climb is the descent. More serious accidents and fatalities happen when climbers are descending than when they are climbing upward. There are lots of reasons for this. Climbing can be very...
by Springwater Wealth | Mar 15, 2021 | Estate Planning, Wealth Management
John recently helped his father, Jeff, transition into a memory care facility. It wasn’t supposed to go this way. John’s father is 83 years old. He lived a pretty clean life – he ate reasonably well, didn’t drink or smoke, and was fairly active physically. And...
by Springwater Wealth | Feb 2, 2021 | Estate Planning, Financial Planning, Investment Management, Retirement Plans, Wealth Management
We’re continuing our overview of the 10 financial mistakes made by young professionals. 6 | No Life Insurance Why would a young professional need life insurance? Let’s first define what life insurance is. It’s a contract between you and a life insurance company, in...
by Springwater Wealth | Oct 29, 2020 | Estate Planning, Financial Planning, Wealth Management
Unless you have kids, as a successful, young professional, you’ve probably not given much thought to life insurance. You probably know that your employer provides group life insurance. You don’t pay for it. So, it may not really mean all that much to you. Perhaps your...
by Springwater Wealth | Apr 28, 2020 | Divorce Financial Planning, Estate Planning, Newsletter
Everyone, regardless of their family dynamics, marital status, or financial means, will benefit from having an estate plan. If you’re already divorced or are in the process of getting divorced, updating your estate plan will be an essential part of your post divorce...
