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title: The Latest from Birchwood Financial Partners
---
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# Financial Insights Blog
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[ ](https://blog.birchwoodfp.com/-financial-milestones-never-see-coming)
## [The Financial Milestones Most People Never See Coming](https://blog.birchwoodfp.com/-financial-milestones-never-see-coming)
[Damian Winther, CFP® CSRIC®](https://blog.birchwoodfp.com/author/damian-winther-cfp)
Jul 9, 2026 8:00:00 AM
When most people think about financial planning, they think about retirement.
[Read More](https://blog.birchwoodfp.com/-financial-milestones-never-see-coming)
[ ](https://blog.birchwoodfp.com/beneficiary-designation-to-your-retirement-accounts)
## [Could an Outdated Beneficiary Designation Derail Your Estate Plan?](https://blog.birchwoodfp.com/beneficiary-designation-to-your-retirement-accounts)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Jun 25, 2026 8:00:04 AM
When people think about estate planning, they often focus on wills, trusts and legal documents. But one of the most important estate planning...
[Read More](https://blog.birchwoodfp.com/beneficiary-designation-to-your-retirement-accounts)
[ ](https://blog.birchwoodfp.com/widow-finances)
## [A Thoughtful Guide to Finances After Losing a Spouse](https://blog.birchwoodfp.com/widow-finances)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
May 21, 2026 9:00:00 AM
My sister-in-law is an emergency room nurse. When she talks about her work, I sometimes find myself wanting to look away. And when I talk about...
[Read More](https://blog.birchwoodfp.com/widow-finances)
[ ](https://blog.birchwoodfp.com/being-on-track-30s)
## [What 'Being On Track' Really Means in Your 30s](https://blog.birchwoodfp.com/being-on-track-30s)
[Kayla Berceau, CFP®](https://blog.birchwoodfp.com/author/kayla-berceau-cfp)
May 14, 2026 8:00:01 AM
In your 30s, it’s common to wonder: Am I on track financially… or already behind?
[Read More](https://blog.birchwoodfp.com/being-on-track-30s)
[ ](https://blog.birchwoodfp.com/teaching-kids-about-money)
## [How and When to Teach Kids About Money](https://blog.birchwoodfp.com/teaching-kids-about-money)
[Damian Winther, CFP® CSRIC®](https://blog.birchwoodfp.com/author/damian-winther-cfp)
May 1, 2026 9:39:08 AM
As a financial advisor, conversations about money, cash flow, and financial decisions are part of my daily life. But some of the most common...
[Read More](https://blog.birchwoodfp.com/teaching-kids-about-money)
[ ](https://blog.birchwoodfp.com/preparing-for-tax-season)
## [Preparing for Tax Season: What To Do Before Tax Day 2026](https://blog.birchwoodfp.com/preparing-for-tax-season)
[Birchwood Financial Partners](https://blog.birchwoodfp.com/author/birchwood-financial-partners)
Jan 15, 2026 12:34:04 PM
This article was updated in January 2026 to reflect current IRS deadlines, tax-form delivery timelines, and filing protocols. With the holidays...
[Read More](https://blog.birchwoodfp.com/preparing-for-tax-season)
[ ](https://blog.birchwoodfp.com/exploring-cryptocurrencies)
## [Exploring Cryptocurrencies As An Investment Opportunity [Market Insight]](https://blog.birchwoodfp.com/exploring-cryptocurrencies)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
Oct 28, 2025 1:59:40 PM
Market Insight - October 2025 Over the past several months, I’ve received requests to share our thoughts about cryptocurrencies, such as bitcoin and...
[Read More](https://blog.birchwoodfp.com/exploring-cryptocurrencies)
[ ](https://blog.birchwoodfp.com/how-to-start-family-charitable-giving)
## [How to Start Family Charitable Giving — and Why Year-End Is the Perfect Time to Begin](https://blog.birchwoodfp.com/how-to-start-family-charitable-giving)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Oct 23, 2025 8:00:02 AM
The holidays are more than just celebrations — they’re a time for reflection, gratitude and generosity. For many families, year-end offers the...
[Read More](https://blog.birchwoodfp.com/how-to-start-family-charitable-giving)
[ ](https://blog.birchwoodfp.com/when-loss-brings-more-than-grief)
## [When Loss Brings More than Grief: Practical Lessons for Families](https://blog.birchwoodfp.com/when-loss-brings-more-than-grief)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Oct 16, 2025 8:00:00 AM
In a recent blog, When Caring Gets Complicated: Personal Lessons, I shared what I learned while navigating the challenges of caregiving. What I’ve...
[Read More](https://blog.birchwoodfp.com/when-loss-brings-more-than-grief)
[ ](https://blog.birchwoodfp.com/when-is-it-okay-to-enjoy-my-money)
## [When Is It Okay to Enjoy My Money?](https://blog.birchwoodfp.com/when-is-it-okay-to-enjoy-my-money)
[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)
Oct 2, 2025 8:00:03 AM
It’s a question I hear often — sometimes with a laugh, sometimes with hesitation: “When is it okay to actually enjoy my money?”
[Read More](https://blog.birchwoodfp.com/when-is-it-okay-to-enjoy-my-money)
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*Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.*
*All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.*
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- [Estate & Legacy Planning (35)](https://blog.birchwoodfp.com/tag/estate-legacy-planning)
- [Market Insight (35)](https://blog.birchwoodfp.com/tag/market-insight)
- [Bridget Handke (29)](https://blog.birchwoodfp.com/tag/bridget-handke)
- [Dana Brewer (25)](https://blog.birchwoodfp.com/tag/dana-brewer)
- [Taxes (25)](https://blog.birchwoodfp.com/tag/taxes)
- [Damian Winther (21)](https://blog.birchwoodfp.com/tag/damian-winther)
- [Rachel Infante (18)](https://blog.birchwoodfp.com/tag/rachel-infante)
- [Socially Responsible Investing (SRI) (17)](https://blog.birchwoodfp.com/tag/socially-responsible-investing-sri)
- [Steve Dixon (14)](https://blog.birchwoodfp.com/tag/steve-dixon)
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, NC, NY, TX, WI or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
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