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Springwater Wealth Management, LLC
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Independent, fee-only wealth management firm
Independent, fee-only wealth management firm

5 followers
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If you are over the age of 60 and are (or were) married with children, you may own life insurance that you purchased years ago. The life insurance industry sold (and still sells) life insurance to traditional families to protect them from financial…
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This week, some Medicare beneficiaries will receive a letter from the Social Security Administration, letting them know that because of their income, they will pay more for Medicare next year. Since 2007, Medicare beneficiaries whose income exceeds…
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In a previous post, we highlighted the fact that the 2017 tax law may affect the ability of some taxpayers to receive a tax deduction for their charitable donations, because the law (a) eliminated or reduced many deductions previously available, and (b)…
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The 2017 tax law resulted in some important changes to how deductions work for federal taxes. Under the new tax law, many deductions have been eliminated or reduced, while at the same time the standard deduction was nearly doubled – to as much as $26,600…
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Every year at or near the beginning of November, certain Intel employees are provided the opportunity to participate in the company’s deferred compensation plan, called SERPLUS. It should be noted that, technically speaking, a deferred compensation plan…
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The 2019 retirement plan limits have recently been announced by the IRS. These new limits are effective January 1, 2019. If you are an employee and a retirement plan participant, be sure to contact your employer as soon as possible if you wish to change…
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Imagine that you’ve decided to sail to Hawaii from the West Coast. It’s something you have been thinking about for many years. You can imagine watching the coastline disappear behind you as you begin your trip, the starry nights out at sea, the encounters…
Sailing to Hawaii
Sailing to Hawaii
springwaterwealth.com
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The US Social Security Administration recently announced that beneficiaries – including retirees, disabled workers and their eligible dependents and surviving family members – will receive a 2.8% increase in their benefits in 2019. This will be the…
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Well, that was a bit unnerving. Last week the stock market took a pretty good dive and investors were shaken alert. The drop, as measured by the Dow Jones Industrial Average, was about 1,300 points or 5%. That qualifies as an official “pull back.” The…
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