Birchwood's Financial and Investment Blog

A Guide to Taxes in Retirement

A Guide to Taxes in Retirement

By Damian Winther, CFP

You’ve saved your whole career, your kids are launched, and perhaps your mortgage is paid off. Now you’re starting to feel like it’s time to begin thinking more seriously about the next chapter in your life. As financial advisors, we believe it’s important to build a relationship with each...

Financial Tips for an Early Retirement

Financial Tips for an Early Retirement

By Damian Winther, CFP

Whether your primary motivation is to travel, spend more time with family, improve your gardening skills or play more golf, chances are you’re like most people and want to retire as early as possible…or at least know you have the flexibility to retire early. For many people, early retirement...

I Set My Retirement - Now What?

I Set My Retirement - Now What?

By Bridget Handke, CFP, CAP

That’s the question we often get from clients when they come in to discuss their retirement. They’ve decided to retire but they don’t know what their next steps are. They want to know “how it will work”. Below are the steps we take as financial advisors to help a client who is about to retire.

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