by Springwater Wealth | Oct 21, 2022 | Investment Management, Retirement Plans, Wealth Management
The 2023 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2023. 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 retirement...
by Springwater Wealth | Jul 7, 2022 | Divorce Financial Planning, Financial Planning, Investment Management, Wealth Management
Springwater’s article on dealing with retirement plans in divorce was featured in the Oregon State Bar’s Family Law Newsletter for June 2022. You can read the entire article here. PLEASE SEE important disclosure information at...
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 | 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...
