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Transitioning From Joint to Individual Financial Management: Taking the Reins

Transitioning From Joint to Individual Financial Management: Taking the Reins

by Springwater Wealth | Feb 3, 2026 | Financial Planning, Investment Management, Wealth Management, Women and Wealth

In our previous post, we talked about “finding your footing” – that initial, sometimes uncertain period just after a major life transition like a divorce or the loss of a spouse. Once you’ve caught your breath, you’re faced with a very practical, often daunting...
Managing Finances After Loss or Divorce: A Clear Path Forward

Managing Finances After Loss or Divorce: A Clear Path Forward

by Springwater Wealth | Jan 16, 2026 | Divorce Financial Planning, Financial Planning, Wealth Management, Women and Wealth

At Springwater Wealth, we specialize in helping women who are managing their finances on their own after the loss of a spouse or the end of a marriage. For more than 20 years, women have turned to Springwater to navigate some of life’s most complex financial...
The Problem with Target Date Funds

The Problem with Target Date Funds

by Springwater Wealth | Jul 25, 2024 | Investment Management, Wealth Management

One of the big talking points of target date funds (or TDFs) by the companies who manage them is that they eliminate the “guesswork” of asset allocation for investors. The only problem is that their guesswork too often leaves a lot to be desired. It doesn’t make sense...
Top 8 Reasons to Convert Your IRA to a Roth IRA

Top 8 Reasons to Convert Your IRA to a Roth IRA

by Springwater Wealth | May 1, 2024 | Financial Planning, Investment Management, Taxes, Wealth Management

When planning for a secure and comfortable retirement, converting a traditional Individual Retirement Account (IRA) to a Roth IRA can have major long-term benefits. While everyone’s financial situation differs, there are several compelling reasons why converting some...
What are My Options for My Old 401(k)? – with Free Offer

What are My Options for My Old 401(k)? – with Free Offer

by Springwater Wealth | Apr 26, 2023 | Investment Management, Retirement Plans, Wealth Management

You’re leaving your current job. Maybe you’ve retired, or you’ve taken a new job with another employer. Or maybe your current employer has laid you off. One decision you’ll need to make is what to do with your employer-sponsored retirement account with your former...
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