Birchwood Financial Partners
Jan 13, 2022 11:33:00 AM

Over the years many of Birchwood’s clients have explored switching up their primary residence to states with warmer weather and lower state income...

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Damian Winther, CFP® CSRIC™
Dec 21, 2021 12:15:00 PM

As a Certified Financial Planner™ and father of four amazing children, I’m smack-dab in the middle of a very frustrating situation that I believe may...

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Steve Dixon, CFA CSRIC™
Dec 17, 2021 12:02:09 PM

Market Insight - December 2021 For better or worse, the U.S. and other global economies have been supported by ever increasing stimulus from central...

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Bridget Handke, CFP®, CAP®
Dec 9, 2021 11:45:00 AM

As a financial advisor for nearly 20 years, it’s been gratifying to help people strategize, plan for, and pull the trigger on retirement. For some...

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Dana Brewer, CFP®
Nov 30, 2021 9:03:00 AM

Fall is typically a time for financial planning conferences, and this year I attended a couple of them. The closing speaker at Financial Planning...

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Kay Kramer, CFP®
Nov 22, 2021 2:15:00 PM

Shareholder advocacy is a significant part of Sustainable Responsible Impact (SRI) investing and a crucial tool in making changes for the good of the...

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Bridget Handke, CFP®, CAP®
Nov 4, 2021 7:15:00 AM

At some point during the pandemic, I needed to step away from listening to the news and focus my brain on something complex, interesting and...

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Kay Kramer, CFP®
Oct 28, 2021 7:15:00 AM

I thought I was ready. I thought I was ready to have my mother die. She was 95 and a half, after all, and had a really wonderful life. She had been...

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Kimmie Moehring, CFP®
Oct 21, 2021 7:00:00 AM

Over the last several months, I’ve had many conversations with clients and in social settings on the pros and cons of selling a home in today’s...

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Damian Winther, CFP® CSRIC™
Oct 14, 2021 2:55:40 PM

College tuition costs continue to rise at an alarmingly steep pace, and many families are blown away by the sticker shock associated with a four-year...

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