by Springwater Wealth | Sep 3, 2019 | Newsletter
With the cost of college continuing to rise, it’s important that students, parents and grandparents understand the options they have for tackling this significant expense. Invest in a 529 Plan State-sponsored education savings plans – known as 529 Plans – can be a...
by Springwater Wealth | Mar 26, 2019 | Newsletter
In a recent blog post, we outlined how 529 education savings plans work, and why they can be such an attractive tool for saving for education expenses. If you own or contribute to an account with the Oregon College Savings Plan, you probably realize that the...
by Springwater Wealth | Mar 21, 2019 | Newsletter
If there are children in your life you plan to help pay for college, you have probably heard about 529 college savings plans. While there are other ways to save for the payment of education costs, the 529 plan is the most attractive. Let’s review why. The 529 plan...
by Springwater Wealth | Jan 17, 2019 | Newsletter
Over the past twenty years, our team of advisors has built literally hundreds of financial plans for our clients. At any given time, we’re in the process of crafting a dozen or more new ones. Many of these plans are for married couples, but a significant number are...
by Springwater Wealth | Sep 11, 2018 | Newsletter
With school back in session for Oregon’s students, it’s time for parents to respond to recent changes made to Oregon’s 529 education savings plan. TIAA CREF has been replaced as the Plan Administrator by Sumday Administration, LLC, a subsidiary of BNY Mellon. As...
