RACHEL INFANTE, CFP®
Feb 10, 2020 2:46:03 PM

Love is in the air! You’ve met your soulmate and are starting to think about that next step toward your future together, which may or may not include...

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Damian Winther, CFP®
Jan 30, 2020 5:58:37 PM

Social media outlets can have the tendency to cause us to create what can be unreasonable comparisons between ourselves and our lifestyle and those...

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Dana Brewer, CFP®
Jan 23, 2020 7:45:00 AM

Think about it – What is your vision and plan? Take a moment to think about your perfect day in retirement. Are you doing something you love or...

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Bridget Handke, CFP®, CAP®
Dec 5, 2019 1:40:27 PM

Congratulations! You have done a great job managing your finances and saving for your future! Now that you are looking at retirement down the road,...

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Steve Dixon, CFA
Nov 26, 2019 1:05:07 PM

Market Insight - November 2019 A friend of mine was telling me a story about his difficulty in getting his kids to do their chores around the house...

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Birchwood Financial Partners
Nov 25, 2019 3:10:50 PM

Many people are looking for ways to keep their money close to home this holiday season while making an impact in their community. Fortunately, there...

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RACHEL INFANTE, CFP®
Nov 14, 2019 3:50:22 PM

Are you considering adoption? Many people explore adoption for a variety of reasons but don’t necessarily understand the financial implications that...

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Damian Winther, CFP®
Nov 7, 2019 4:30:09 PM

Are you like the majority of Americans that seem to get easily discouraged and stressed when it comes to organizing your finances? If so, you are not...

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RACHEL INFANTE, CFP®
Oct 30, 2019 6:27:20 PM

We live in a digital age that has exponentially enhanced our abilities to use technology for virtually everything. I was recently listening to a...

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Bridget Handke, CFP®, CAP®
Oct 16, 2019 5:48:42 PM

Recently, I was speaking with my younger sister, who is juggling caring for two young boys, a full-time job and a husband who travels. She’s tired....

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