by Springwater Wealth | Jun 4, 2021 | Financial Planning, Retirement Concerns, Wealth Management
When someone mentions the word “annuity” to you, what are your immediate thoughts? Expensive? Complicated? A bad investment? Illiquid? If so, you’re not alone. Many retirees have negative perceptions of annuities. We’d like to set the record straight, but not because...
by Springwater Wealth | May 4, 2021 | Financial Planning, Retirement Concerns, Taxes, Wealth Management
Most of us think that saving is the most demanding part of planning and preparing for retirement. It takes discipline, persistence and commitment to accumulate enough resources to fund a 30+ year retirement. But, even after you’ve accumulated those resources, there...
by Springwater Wealth | Apr 23, 2019 | Newsletter
We recently wrote about the role annuities can play in your retirement plan. We noted that a basic, traditional annuity provides guaranteed income that you can’t outlive. Academic and industry research confirms that retirement plans are stronger and more secure with...
by Springwater Wealth | Feb 26, 2019 | Newsletter
Let’s continue our discussion of annuities. We noted in our earlier post that some investment managers and advisors – including a certain firm based in Camas, Washington – are not particularly fond of annuities. We suggested it might make sense to look at...
by Springwater Wealth | Feb 19, 2019 | Newsletter
There’s a certain very large investment manager located in Camas, Washington that has become known for its founder’s strong opposition to annuities. In fact, many of this firm’s advertisements go something like this: “I hate annuities and you should too.” These ads –...
