by Springwater Wealth | May 2, 2023 | Financial Planning, Retirement Concerns, Wealth Management
The idea of retirement – after decades of a stable, predictable routine for your work and personal life – can be both exciting and a bit daunting. After all, you’ll be entering a new phase of life that can be very rewarding. What sort of life do you want...
by Springwater Wealth | Apr 25, 2023 | Financial Planning, Investment Management, Retirement Plans
SECURE 2.0 Act On December 23, 2022, Congress passed legislation enhancing the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. The 2022 version, referred to as SECURE Act 2.0, was signed by President Biden days later. The plan includes...
by Springwater Wealth | Sep 29, 2022 | Financial Planning, Retirement Concerns, Wealth Management
Earlier this week, the Centers for Medicare & Medicaid Services released the 2023 premiums, deductibles, and coinsurance amounts for the Medicare Part A and Part B programs, and the 2023 Medicare Part D income-related monthly adjustment amounts (or “IRMAA”)....
by Springwater Wealth | Aug 2, 2022 | Financial Planning, Investment Management, Wealth Management
A friend and I recently completed a four day, 55-mile backpacking trip in the Kalmiopsis Wilderness in southern Oregon. I ‘ve been on many backpacking trips and each one of them has presented challenges. The Kalmiopsis was no exception. The US Congress designated the...
by Springwater Wealth | Jul 26, 2022 | Divorce Financial Planning, Financial Planning, Retirement Concerns, Wealth Management
What’s a Pension? A pension is a type of retirement plan that provides you with monthly income after you reach retirement age. Your employer contributes money to a pooled account that’s invested for the benefit of its employees, the plan participants. Depending on the...
by Springwater Wealth | Jul 19, 2022 | Financial Planning, Retirement Concerns, Wealth Management
You probably started thinking about it years ago. What would it be like to do something different with your life? When can you start taking those month-long trips you’ve dreamt of? Which of your hobbies will become your new passion? You’re mentally ready to retire....
