Birchwood Financial Partners
Sep 2, 2025 11:00:00 AM

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...

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Bridget Handke, CFP®, CAP®
Aug 28, 2025 8:00:00 AM

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...

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Rachel Infante, CFP® CSRIC® CDFA®
Jul 10, 2025 11:30:35 AM

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...

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Damian Winther, CFP® CSRIC®
Jun 24, 2025 10:07:31 AM

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

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Birchwood Financial Partners
Jun 18, 2025 8:00:00 AM

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

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Kimmie Andrews, CFP® CDFA®
Jun 5, 2025 11:02:04 AM

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

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Dana Brewer, CFP®
May 15, 2025 8:00:00 AM

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

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Damian Winther, CFP® CSRIC®
May 1, 2025 8:15:00 AM

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

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Rachel Infante, CFP® CSRIC® CDFA®
Apr 24, 2025 8:15:00 AM

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

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Steve Dixon, CFA® CSRIC®
Apr 8, 2025 2:33:04 PM

Market Insight - April 2025 Last week, President Trump made an announcement regarding U.S. import tariffs that significantly exceeded the...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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