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 26, 2023 | Investment Management, Retirement Plans, Wealth Management
You’re leaving your current job. Maybe you’ve retired, or you’ve taken a new job with another employer. Or maybe your current employer has laid you off. One decision you’ll need to make is what to do with your employer-sponsored retirement account with your former...
by Springwater Wealth | Jan 2, 2023 | Investment Management, Newsletter, Wealth Management
You can read our market commentary for the fourth quarter of 2022 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
by Springwater Wealth | Oct 21, 2022 | Investment Management, Retirement Plans, Wealth Management
The 2023 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2023. If you’re an employee and a retirement plan participant, be sure to contact your employer as soon as possible if you wish to change your retirement...
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...
