Steve Dixon, CFA CSRIC™
Oct 29, 2020 4:27:48 PM

Market Insight - October 2020 I’ve been a fan of fiction books for as long as I can remember. I especially enjoy books that surprise me and are...

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Birchwood Financial Partners
Oct 7, 2020 11:53:54 AM

Retirement is already confusing enough without all the assumptions people make about it. The reality of retired life is that it’s different for...

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RACHEL INFANTE, CFP® CSRIC™
Oct 1, 2020 12:50:39 PM

You’ve done it! You’ve spent time crafting and designing your financial future. But now what? How do we track our progress and hold ourselves...

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Dana Brewer, CFP®
Sep 2, 2020 11:38:15 AM

Transitioning into retirement is a major life event. While some romanticize retirement and even see it as an achievement in personal status, it can...

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Damian Winther, CFP® CSRIC™
Aug 25, 2020 11:00:00 AM

The cost of a college education continues to skyrocket and many families are astounded by the price tag and sticker shock, which they often fail to...

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Dana Brewer, CFP®
Aug 18, 2020 11:00:00 AM

In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act with the goal of encouraging taxpayers to...

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RACHEL INFANTE, CFP® CSRIC™
Aug 11, 2020 11:00:00 AM

Women have faced many challenges over the years, including an undeniable wage gap. In 2020 women earn 81 cents for every dollar earned by men. This...

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Steve Dixon, CFA CSRIC™
Aug 11, 2020 8:32:29 AM

Market Insight - August 2020 We are all living disconnected lives right now. We are disconnected from each other, from our routines, and from our...

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Birchwood Financial Partners
Aug 6, 2020 4:40:00 PM

Some things about retirement can't be measured with numbers. The first year of retirement can seem like one of the most stressful of your life, and...

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Steve Dixon, CFA CSRIC™
Jun 25, 2020 12:59:03 PM

Market Insight Online Call Series - June 24, 2020 Thank you for joining us for our second in a series of Market Insight online calls. In this week's...

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