by Springwater Wealth | Nov 5, 2021 | Retirement Concerns, Retirement Plans
The 2022 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2022. If you’re an employee and a retirement plan participant, be sure to contact your employer as soon as possible if you wish to change your...
by Springwater Wealth | Oct 13, 2021 | Investment Management, Wealth Management
Over the years we’ve worked with a lot of clients who retained us for “planning only” advice. Some of them were working with a broker or advisor already, but one who didn’t offer robust planning advice. Just as often, though, they were managing their own portfolios as...
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....
by Springwater Wealth | Jul 26, 2021 | Newsletter
Vaccination hesitancy is contributing to a surge in new COVID infections As I walked into Safeway early on Saturday morning, some older white man said to me, “Take off your mask.” I was a bit taken aback and responded by suggesting he mind his own business. The...
by Springwater Wealth | Jul 19, 2021 | Newsletter
Supply chain disruptions are contributing to rising inflation As we begin to move into the progressively shorter days of summer, the stock market seems to be entering a period of uncertainty. US Gross Domestic Product (GDP) rose 6.4% in the first quarter. A survey by...