by Springwater Wealth | Apr 14, 2016 | Financial Planning, Investment Management
First of all, we do not sell annuities – or indeed any financial products. We are not insurance agents nor do we represent any insurers. We work for our clients – some of whom have purchased annuity contracts they later wish they hadn’t. Here is how we may be able to...
by Springwater Wealth | Oct 13, 2014 | Investment Management, Services, Wealth Management
An October 10, 2014 New York Times article featured yet another consumer belatedly questioning whether the financial advice they were given by an investment broker was truly in their best interests. The couple in the story say they didn’t realize that their broker...
by Springwater Wealth | Oct 8, 2014 | Financial Planning, Investment Management, Retirement Plans, Wealth Management
Most Americans accumulate the bulk of their savings for retirement in employer-sponsored retirement plans, like 401(k) and 403(b) accounts. These plans generally offer retiring employees little flexibility around what to do with their account balances. Yet choices...
by Springwater Wealth | Jul 11, 2014 | Financial Planning, Investment Management, Services
FINRA, the self-regulatory organization for the brokerage industry in the US, has recently announced that variable annuities – insurance/investment products that are often complex and expensive – are to come under increased scrutiny. According to...