by Springwater Wealth | Oct 29, 2020 | Estate Planning, Financial Planning, Wealth Management
Unless you have kids, as a successful, young professional, you’ve probably not given much thought to life insurance. You probably know that your employer provides group life insurance. You don’t pay for it. So, it may not really mean all that much to you. Perhaps your...
by Springwater Wealth | Apr 28, 2020 | Divorce Financial Planning, Estate Planning, Newsletter
Everyone, regardless of their family dynamics, marital status, or financial means, will benefit from having an estate plan. If you’re already divorced or are in the process of getting divorced, updating your estate plan will be an essential part of your post divorce...
by Springwater Wealth | Jan 14, 2020 | Newsletter
Simultaneously saving for college and for retirement can be a challenge for many families. A solution for some has been to ask for support from grandparents. We recently wrote about ways that grandparents can help pay for the increasingly expensive cost of a college...
by Springwater Wealth | Dec 31, 2019 | Newsletter
It’s that time of year again – the time to set our New Year’s resolutions. We have the very best of intentions when we contemplate the start of a new year, and commit ourselves to making changes. Lose weight, eat healthier, spend less time staring at “screens”,...
by Springwater Wealth | May 21, 2019 | Newsletter
We’re occasionally asked by friends, clients and colleagues whether it’s possible to give gifts in a tax-efficient manner. The answer generally depends on the value of the gift, the nature of the asset, and who the recipient is. Cash Gifts Gifts of money...
