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 | 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...
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 | Jan 22, 2021 | Financial Planning, Wealth Management
You’re on the right path. You’ve graduated from college and started a career in your ideal profession. You’re working hard and being recognized for it. At this pace, you’ll be able realize all your aspirations. However, there are ten financial pitfalls that that could...
by Springwater Wealth | Jan 8, 2021 | Financial Planning, Wealth Management
As a successful, young professional, you may have access to a Flexible Spending Account (FSA) through your employer. These savings accounts are used to set aside pre-tax dollars for certain approved expenses. They’re typically offered as an option in a Section 125...
