by Springwater Wealth | Jul 7, 2022 | Divorce Financial Planning, Financial Planning, Investment Management, Wealth Management
Springwater’s article on dealing with retirement plans in divorce was featured in the Oregon State Bar’s Family Law Newsletter for June 2022. You can read the entire article here. PLEASE SEE important disclosure information at...
by Springwater Wealth | Jun 21, 2022 | Investment Management, Wealth Management
Investing in the markets can be unnerving at times. At the time of this writing, the broader US stock market is in a “bear market” – down at least 20% from its most recent high – and the tech-heavy Nasdaq index is down over 34%. Looking back over time, we can see that...
by Springwater Wealth | Jun 14, 2022 | Investment Management, Newsletter, Retirement Plans, Taxes, Wealth Management
Each fall, the IRS announces retirement plan limits for the next year. In November 2021, we detailed those 2022 plan limits on our website. As we write this, we’re almost halfway through the year. Here are some tips to take advantage of the 2022 IRS retirement plan...
by Springwater Wealth | Dec 19, 2021 | Divorce Financial Planning, Financial Planning, Investment Management
Springwater’s article on how a financial advisor can help an older, affluent divorcee was featured in the December 2021 edition of the Oregon State Bar’s Family Law Newsletter. You can read the entire article here.
by Springwater Wealth | Oct 13, 2021 | Investment Management, Wealth Management
Over the years we’ve worked with a lot of clients who retained us for “planning only” advice. Some of them were working with a broker or advisor already, but one who didn’t offer robust planning advice. Just as often, though, they were managing their own portfolios as...
by Springwater Wealth | Jul 8, 2021 | Financial Planning, Investment Management, Retirement Concerns, Wealth Management
After working – and diligently saving – for decades, retirement is finally here. And with it, the opportunity to travel more, to spend more time on your hobbies, to spoil your grandchildren, or perhaps to volunteer more time to causes important to you. If you’re like...
