Damian Winther, CFP® CSRIC®
May 30, 2024 8:30:00 AM

Welcome back to the 5 Pillars of College Planning. This blog will shift our focus to Pillar #3 — the College Application Process. With technological...

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Bridget Handke, CFP®, CAP®
May 23, 2024 10:24:14 AM

Many people dream of retiring for years. As you approach this significant milestone in life, it's natural to anticipate the freedom and relaxation of...

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Damian Winther, CFP® CSRIC®
May 9, 2024 7:58:12 AM

Welcome back to the 5 Pillars of College Planning. In this blog, we will focus on the college search process and some of the factors you may want to...

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Damian Winther, CFP® CSRIC®
Apr 11, 2024 8:54:07 AM

As a dad of four, I'm embarking on the college planning process for the first time. I'm looking forward to helping my daughters find the perfect...

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Bridget Handke, CFP®, CAP®
Mar 14, 2024 8:50:20 AM

If you have lived for several decades, your personal finances have likely become more complex. You may have accumulated various retirement accounts...

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RACHEL INFANTE, CFP® CSRIC® CDFA®
Mar 7, 2024 8:53:30 AM

Has your marriage reached a tipping point where you feel there is no other solution outside of divorce? Some couples find ways to mend a broken...

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Bridget Handke, CFP®, CAP®
Feb 29, 2024 11:09:16 AM

Life is full of twists and turns, and we may find ourselves facing significant life changes that impact our financial well-being. These events often...

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Dana Brewer, CFP®
Feb 15, 2024 10:26:00 AM

Retirement is a significant life transition. It can bring about various changes, not only in your financial situation but also in your relationships...

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Birchwood Financial Partners
Jan 23, 2024 1:26:00 PM

This article has been updated to reflect 2024 deadlines and filing protocols. With the holidays behind us and the new year officially off and...

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Dana Brewer, CFP®
Dec 22, 2023 9:00:00 AM

In 2017, congress passed the Tax Cuts and Jobs Act (TCJA), nearly doubling the standard deduction. This change to the tax filing system benefits most...

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