We’ve explored the emotional transition of stepping into financial independence and the practical steps of untangling joint accounts. Once you have a clear inventory of what you own and where it’s held, a new question often moves to the forefront: “Am I going to be...
In our previous post, we talked about “finding your footing” - that initial, sometimes uncertain period just after a major life transition like a divorce or the loss of a spouse. Once you’ve caught your breath, you’re faced with a very practical, often daunting...
Life often has a way of changing in an instant. For many women, a new chapter begins not with a planned transition, but with the profound silence that follows the loss of a spouse or the difficult conclusion of a marriage. In these moments, the world can feel smaller...
At Springwater Wealth, we specialize in helping women who are managing their finances on their own after the loss of a spouse or the end of a marriage. For more than 20 years, women have turned to Springwater to navigate some of life’s most complex financial...
You can read our market commentary for the fourth quarter of 2025 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
The 2026 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2026. 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...
You can read our market commentary for the third quarter of 2025 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
You can read our market commentary for the second quarter of 2025 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
You can read our market commentary for the first quarter of 2025 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
You can read our market commentary for the fourth quarter of 2024 here. PLEASE SEE important disclosure information at www.springwaterwealth.com/blog-disclosure/.
The 2025 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2025. 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...
The IRS has announced its annual inflation adjustments for the tax year 2025. These adjustments include the marginal tax rates, the standard deduction, the annual gift exclusion, and the foreign earned income exclusion. Marginal Tax Rates The 2025 tax brackets reflect...
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