by Springwater Wealth | Apr 29, 2022 | Newsletter
Employee Stock Purchase Plans can be a very attractive way to buy your employer’s stock, typically at a discount of up to 15%. But the tax rules around the sale of this stock can be complicated, and determining whether or not you’ll owe tax on the sale can be...
by Springwater Wealth | Apr 29, 2022 | Newsletter
Back in early 2020, we wrote about the changes that the Oregon State Legislature made to the tax benefits associated with contributions to the Oregon College Savings Plan. Those changes – described below – made a relatively disappointing program even less attractive....
by Springwater Wealth | Dec 19, 2021 | Divorce Financial Planning, Financial Planning, Investment Management
Springwater’s article on how a financial advisor can help an older, affluent divorcee was featured in the December 2021 edition of the Oregon State Bar’s Family Law Newsletter. You can read the entire article here.
by Springwater Wealth | Oct 1, 2021 | Financial Planning
Oregon State Treasurer Tobias Read has announced he’s running for governor. If his management of the Oregon College Savings Program is any indication of his leadership abilities, Oregonians may not want to vote for him. The Challenge of Saving for College Saving for...
by Springwater Wealth | Jul 30, 2021 | Financial Planning, Retirement Concerns, Wealth Management
John and Emily have been retired for about 5 years. Every few years they like to meet with a financial planner to make sure they’re still on track. John specifically is interested in reviewing their spending to make sure it’s still in line with their resources....