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, 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 | Sep 24, 2014 | Estate Planning, Financial Planning, Services
Forbes magazine recently featured a column addressing the question of whether most Americans should have a revocable living trust as part of their overall estate plan. In the author’s view, many estate planning attorneys suggest that everyone should have a...
by Springwater Wealth | Sep 9, 2014 | Estate Planning, Financial Planning, Services
Most people know that having some sort of estate plan in place makes good sense, regardless of your net worth, so that your financial and family goals are met when you die. And having these documents in place can make the end of life a little less painful for those...
by Springwater Wealth | Aug 20, 2014 | Financial Planning, Services, Wealth Management
Forbes recently published a great post highlighting the most essential estate planning documents. You can view the post here.
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