by Springwater Wealth | Apr 9, 2014 | Investment Management, Retirement Plans, Services, Wealth Management
Many people are unaware that the beneficiary designations defined in a will do not apply to retirement accounts. Instead, all retirement accounts – including IRAs, as well as employer-sponsored retirement accounts like 401(k)s and 403(b)s – have their own...
by Springwater Wealth | Dec 20, 2013 | Financial Planning, Investment Management, Services, Wealth Management
In its December 16, 2013 wealth management section, the Wall Street Journal published a piece on evaluating your financial advisor, by focusing on selecting the right investment benchmark to measure the advisor’s relative performance. There are a number of...
by Springwater Wealth | Dec 19, 2013 | Estate Planning, Financial Planning, Services
The Wall Street Journal recently published a feature section on avoiding potential traps and pitfalls with your year-end charitable giving. You can read the entire December 16, 2013 article here.
by Springwater Wealth | Aug 28, 2013 | Estate Planning, Wealth Management
MarketWatch explains why (almost) everyone can benefit from putting in place the estate planning basics – a will and a living trust. You can read the entire May 21, 2013 article here.
by Springwater Wealth | Jul 28, 2013 | Financial Planning, Services, Wealth Management
Shortly after American actor James Gandolfini died last month, his will became public, and with that, a debate ensued about his estate planning (or lack thereof). In an interview that is the basis for much of a recent article in the New York Times, Mr....