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 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 5, 2021 | Retirement Concerns, Retirement Plans
The 2022 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2022. 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...
by Springwater Wealth | Apr 24, 2021 | Financial Planning, Investment Management, Retirement Concerns, Wealth Management
If you’re a Boomer (born 1946-1964), you’re either rapidly approaching retirement or you’re already retired. You’ve spent many years saving for retirement. While saving isn’t easy – just look at the dismal savings rate for most Americans as evidence – transitioning...
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...
