by Springwater Wealth | Jun 11, 2019 | Newsletter
Did you know that people calling themselves financial advisors are not all legally required to act in your best interest? The representative at the bank, the stockbroker, the insurance agent, the broker-dealer representative, the credit union advisor … none of these...
by Springwater Wealth | Jul 31, 2018 | Newsletter
The field of financial planning has existed for almost 50 years. It emerged when a small group of advisors working for banks, brokerage firms and insurance companies decided to band together to provide planning services to their clients rather than just selling them...
by Springwater Wealth | Dec 13, 2016 | Financial Planning, Taxes
The December 2016/January 2017 edition of “The Accountant”, published by the Oregon Society of CPA’s, included our article on Core Financial Planning Areas for Your Clients. The article highlights a number of areas where CPAs can assist their...
by Springwater Wealth | Dec 29, 2015 | Financial Planning, Investment Management, Retirement Plans, Services, Wealth Management
The Institute for Divorce Financial AnalystsTM (IDFATM) has announced that Springwater principal and co-founder Jim Corbeau, MBA, CFP®, CDFA® has completed a specialized educational program in professional divorce analysis and is now a Certified Divorce Financial...
by Springwater Wealth | Feb 16, 2015 | Investment Management, Retirement Plans, Services, Wealth Management
A February 13, 2015 New York Times article highlighted the difficulties that investors – both ordinary and sophisticated – face in finding an advisor who is obligated to act in their best interests. According to the Times, “At present, many brokers...
