by Springwater Wealth | Jun 9, 2022 | Divorce Financial Planning, Financial Planning, Retirement Concerns, Wealth Management
America’s Social Security program provides economic security to millions. The Social Security program provides you with a source of income when you retire, or if you can’t work due to a disability. It can also provide benefits that support your legal dependents (your...
by Springwater Wealth | Jun 7, 2022 | Divorce Financial Planning, Financial Planning, Retirement Concerns, Wealth Management
Getting divorced can be a very emotional and difficult process. It can be stressful, painful and scary, even if you’re the one that decided to divorce. Divorce also has significant financial consequences for both partners. For that reason, it’s critical that you start...
by Springwater Wealth | Apr 29, 2022 | Financial Planning, Retirement Concerns, Retirement Plans, Wealth Management
If you’re retired and have health insurance through the Affordable Care Act (ACA) or Medicare, your premiums are directly related to your Modified Adjusted Gross Income (or “MAGI”). The higher your income, the higher your premiums. Unless you prepare your own tax...
by Springwater Wealth | Apr 29, 2022 | Newsletter
Employee Stock Purchase Plans can be a very attractive way to buy your employer’s stock, typically at a discount of up to 15%. But the tax rules around the sale of this stock can be complicated, and determining whether or not you’ll owe tax on the sale can be...
by Springwater Wealth | Dec 19, 2021 | Divorce Financial Planning, Financial Planning, Investment Management
Springwater’s article on how a financial advisor can help an older, affluent divorcee was featured in the December 2021 edition of the Oregon State Bar’s Family Law Newsletter. You can read the entire article here.