by Springwater Wealth | Nov 8, 2021 | Estate Planning, Financial Planning, Taxes, Wealth Management
Erika seems to be slowly recovering from the recent loss of her husband of 43 years to the coronavirus. While John was 74 years old, he had no underlying health conditions. In fact, he was remarkably fit and took very good care of himself. They are still not sure how...
by Springwater Wealth | May 4, 2021 | Financial Planning, Retirement Concerns, Taxes, Wealth Management
Most of us think that saving is the most demanding part of planning and preparing for retirement. It takes discipline, persistence and commitment to accumulate enough resources to fund a 30+ year retirement. But, even after you’ve accumulated those resources, there...
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 | Sep 3, 2019 | Newsletter
With the cost of college continuing to rise, it’s important that students, parents and grandparents understand the options they have for tackling this significant expense. Invest in a 529 Plan State-sponsored education savings plans – known as 529 Plans – can be a...
by Springwater Wealth | Mar 14, 2019 | Newsletter
Divorce often leaves families broken. Parents go in different directions. Asset are divided. Kids end up caught in the middle. It is a trying time in the best of circumstances. But what happens when the primary income-earner dies prematurely after the divorce? For the...
