Damian Winther, CFP® CSRIC™
Sep 29, 2022 10:15:00 AM

Does an unexpected car or home repair blow your monthly budget? Do you feel like you’re never able to save enough for a vacation? Do you worry about...

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Bridget Handke, CFP®, CAP®
Sep 22, 2022 9:07:00 AM

  So you’ve managed your finances and saved for your future. Nice work! But now that you are looking ahead to retirement, you may like to find a...

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Dana Brewer, CFP®
Sep 1, 2022 1:15:00 PM

Recently, a friend of mine reached out for moral support while going through a divorce. I had gone through a divorce of my own 15 years prior, and I...

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Bridget Handke, CFP®, CAP®
Aug 25, 2022 2:36:36 PM

People decide to work with a financial advisor for many reasons. At Birchwood, we often acquire new clients because their finances have become too...

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Kimmie Moehring, CFP®
Aug 18, 2022 1:30:00 PM

Many children have a little ceramic piggy bank they joyfully drop spare change into if they are lucky to have some. Recently, my three-year-old niece...

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RACHEL INFANTE, CFP® CSRIC™
Aug 11, 2022 11:30:00 AM

Life after retirement is both an exciting and challenging time. You’ve likely spent the last several decades surrounding yourself with structure,...

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Damian Winther, CFP® CSRIC™
Jul 21, 2022 9:35:00 AM

It’s not uncommon to want to leave a gift for your children and family members at your death. We find that clients who are in a position to share...

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Bridget Handke, CFP®, CAP®
Jul 13, 2022 1:30:00 PM

I was at a conference learning about the ins and outs of Social Security when the presenter said with what seemed like glee, “And I just found out my...

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Steve Dixon, CFA CSRIC™
Jul 1, 2022 10:11:36 AM

Market Insight - July 2022 While I do live in an outer ring suburb of Minneapolis, I was surprised to hear that a local police officer had spotted a...

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Dana Brewer, CFP®
Jun 23, 2022 1:15:00 PM

It is hard to comprehend all the meanings and emotions tied to the two simple words “worth it.”  Worth comes in many different flavors–it may be...

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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.