by Springwater Wealth | Apr 26, 2023 | Investment Management, Retirement Plans, Taxes
Background In December 2022, Congress passed legislation that enhanced the 2019 SECURE Act. The enhancement – referred to by many as SECURE 2.0 Act – was signed by President Biden and enacted immediately. The law includes a number of significant provisions...
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 | 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 4, 2021 | Financial Planning, Retirement Concerns, Taxes, Wealth Management
Most of us think that saving is the most demanding part of planning and preparing for retirement. It takes discipline, persistence and commitment to accumulate enough resources to fund a 30+ year retirement. But, even after you’ve accumulated those resources, there...
by Springwater Wealth | Mar 2, 2021 | Investment Management, Taxes, Wealth Management
In February and March 2020, as the Coronavirus pandemic was in its early infancy, professional investors, traders and economists were unsure about the impact it would have on the global economy, and on risky investments like stocks, bonds and real estate. In a matter...
by Springwater Wealth | Feb 17, 2021 | Investment Management, Taxes, Wealth Management
Over the years we’ve heard many clients indicate a strong preference for certain kinds of investments. We have had clients who were convinced that it only made sense to invest in large, “blue chip” American companies. Some have told us that they felt their small...
