Wellspring Financial Partners Joins Parkwoods Wealth Partners
Wellspring Financial Partners has joined Parkwoods Wealth Partners. Wellspring is a Tucson-based registered investment adviser with over $1.2 billion in assets under advisement as of year-end 2025. The combination expands Parkwoods’ Retirement Plan Services platform – especially its work with participant education – and adds a Tucson office to the firm’s national footprint. Pat Zumbusch, […]
Securing the Long Horizon: Navigating Longevity and Inflation in Your New Chapter
In our previous posts, we’ve focused on the immediate building blocks of your independent financial life, from establishing a clear spending plan to defining an investment strategy that aligns your risk tolerance with your planning horizon. These foundational steps are vital for creating stability today. However, true peace of mind comes from looking forward and […]
Helping Grandkids With College Without Putting Your Retirement at Risk
A lot of grandparents in their 60s are watching two things happen at the same time. Tuition keeps climbing. And their own children – the parents of the grandkids in question – are stretched thinner than anyone expected them to be at this stage of life. The desire to help shows up early, often before […]
Meet David Nash, MBA, CFP® – Wealth Advisor
David Nash, MBA, CFP® works with individuals and families across a wide range of financial situations: retirees managing income and required distributions, families navigating estates and inherited assets, and tech professionals working through equity compensation and tax planning. His focus is the decisions that move the needle – tax timing, trust and estate mechanics, and […]
Springwater Wealth Management Joins Parkwoods Wealth Partners
Springwater Wealth Management has joined Parkwoods Wealth Partners. Springwater is a Lake Oswego, Oregon-based registered investment adviser with over $230 million in assets under advisement as of year-end 2025. The combination closed on April 30, 2026. Springwater’s two principals – Terry Donahe, CFP®, CDFA and Jim Corbeau, MBA, CFP®, CDFA – will join Parkwoods as […]
Parkwoods Welcomes Meggan Brumbaugh, Deputy Chief Compliance Officer, and Dustin Vincent, CPA
Parkwoods Wealth Partners is excited to welcome two new members to the team. Meggan Brumbaugh joins the firm as Deputy Chief Compliance Officer, based in our Carmel, Indiana office. Dustin Vincent, CPA, joins as a Tax Accountant, based in our New Castle, Indiana office. Strengthening Compliance as the Firm Grows Meggan brings more than twenty […]
Meet Cole Wheeler, CFP® – Wealth Advisor
Cole Wheeler, CFP® believes that a financial plan only works when clients understand it. With more than seven years of experience, he follows a planning-first philosophy that starts with listening – understanding what each client values and where they want to go – before mapping out a strategy to get them there. His goal isn’t […]
How Much Can We Actually Spend in Retirement?
You’ve saved for decades. You’ve done most of the right things. And now that retirement is here – or getting close – the question isn’t really whether you have enough. It’s something more specific and more uncomfortable: how much can we actually spend? For a lot of people, the honest answer is “I’m not sure.” […]
Meet Ryan Furlong, CFP® – Wealth Advisor
Ryan Furlong, CFP® works with individuals and families who have built meaningful financial lives but aren’t sure how all the pieces fit together. His focus is on helping clients see what they’ve built, clarify what they want, and create a plan to get there – replacing uncertainty with confidence and a clear sense of direction. […]
If Something Happened Tomorrow, Would Your Spouse Know Where to Start?
In many households, one spouse tends to carry most of the financial knowledge. Not by design – it just develops over time. And for years, it works fine. Until one day it might not. If something changed tomorrow – an unexpected illness, an accident, the loss of a spouse – the surviving partner would face […]