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 21, 2021 | Financial Planning, Retirement Concerns, Wealth Management
Most of us will start working after we’ve finished our formal education, whether that’s after high school, undergraduate college or university, or graduate school. And most of us will also work well into our 60s, or perhaps even longer, depending on the type of work...
by Springwater Wealth | Nov 2, 2020 | Retirement Concerns, Retirement Plans
The 2021 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2021. 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 | Sep 29, 2020 | Newsletter, Retirement Concerns, Retirement Plans
Start Planning Early Renowned investor Warren Buffet reportedly once said, “Someone’s sitting in the shade today because someone planted a tree a long time ago.” Indeed, one of the keys to overcoming retirement concerns, and to creating a successful retirement,...
by Springwater Wealth | Sep 15, 2020 | Newsletter, Retirement Concerns, Retirement Plans
If you were born between the mid 1940s and the mid 1960s, you’ve been labeled a “baby boomer” by economists and population researchers. Setting aside all the predictable jokes, there are some things that make you and your fellow “boomers” unique. One of those is that...
