Financial Insights Blog

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

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

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

When we live in times of uncertainty, it’s easy to feel anxious and overwhelmed. Economic fluctuations can feel like a roller coaster and may create...

Market Insight - March 2025 As many of you may know, I have spent a good deal of my time away from the office coaching my two son’s baseball and...

I recently experienced an injury that has taken months to recover from. While a physical injury makes the potential need for help more apparent,...

You’ve been an independent adult for a while now. During this time, you’ve likely acquired a variety of assets such as bank accounts, retirement...

This article has been updated to reflect 2025 deadlines and filing protocols. With the holidays behind us and the new year officially off and...

Congratulations! You are a newlywed, and both of you are probably making adjustments to your new situation. While you may have talked about money and...

Market Insight - November 2024 In the week following the U.S. presidential election, the stock market has taken on the persona of a kid in a candy...