Financial Insights Blog

A recent McKinsey report, The New Face of Wealth: The Rise of the Female Investor, shows how quickly women’s financial power is growing. Between 2018...

As family cabins continue to serve as treasured gathering places, so does the importance of planning for their future. We’re pleased to share the...

Caring for aging parents is something many of us don’t fully understand until we’re in the thick of it. I’ve been going through it — first with my...

Let’s talk about something that’s never easy: losing a spouse. If you’re reading this, you may be walking through the fog of grief — or perhaps...

Millennials, let’s be honest. Retirement planning isn’t something that you think about every day. Between juggling careers, paying off student loans...

As the allure of cabin getaways becomes a cherished tradition for many families, so does the necessity of ensuring these properties are seamlessly...

Introduction to Financial Planning Financial planning isn’t just about crunching numbers or picking the right investments — it’s about creating a...

There are so many decisions to make when contemplating a home renovation. One frequently overlooked factor is deciding how you will dispose of the...

Many Birchwood clients can attest that healthcare costs during retirement are one of the most significant expenses in a family’s budget. Planning for...

When it comes to financial planning, people tend to gravitate toward advisors who align with their own needs, personality and preferences. The world...