Sprig The Word Blog

Besides gaining the confidence of knowing you’ll have money to cover living expenses after you exit the workforce, regular retirement contributions can often provide enormous tax benefits. Unfortunately, some investors are unaware of how a few smart moves could yield exceptional results — both today and in the future. Here’s what you need to know to maximize the tax benefits of saving for retirement.

Industry jargon is confusing to many new investors. Abbreviations such as NAV, P/E Ratio, and EBITA can be especially difficult to understand — enough to make a newbie leave market investing to the experts and stick with a simple savings account. But doing so could prevent you from achieving your money goals. A commitment to learning one new investment term a day could help you make informed decisions about your financial future. Check out our recent blog to learn about one of the most important investing concepts: ROI.

Financial markets have taken investors on a roller coaster ride over the past two years. While market ups and downs are a normal part of investing, it can be hard to keep track of quick-moving trends. While no financial situation is the same, consider how applying these commonsense tips could help you maintain or improve your investment portfolio.

Learn what an estate plan is and how having one can help you control your finances and assets in times of uncertainty.

In this article, we'll offer our best tips to "keep calm and carry on" while investing during volatile times for the stock market.

Setting up an estate distribution plan can get tricky. Whether you’re drafting your plan for the first time or updating it, understanding the difference between per stirpes and per capita is crucial to ensuring assets are distributed in accordance with your wishes. Confusing the two could result in assets being divided in ways that ignite family conflict after you’re gone..

Finances can be complex without the stress of a family member passing. However, navigating this after the death of a loved one doesn’t have to be challenging.

There are many choices that factor into your decision of where to go with your assets. Our Trust and Investments team is here to help bring you peace of mind.

In this guide, we’ll explain everything you need to know about estate planning so you can take the first step toward creating greater security and peace of mind for yourself and your loved ones.

Whether you’re creating a will or a trust, choosing the right person to administer it is crucial to ensuring your wishes are carried out. Learn more!