Financial Insights Blog

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

Many people can envision their retirement, spending time with family and friends, pursuing hobbies or travel, and generally taking it easy.

Signed into law on Friday, December 23, 2022, SECURE Act 2.0 is a sweeping legislation that includes a variety of small changes that may make saving...

Over the years many of Birchwood’s clients have explored switching up their primary residence to states with warmer weather and lower state income...

The positive effect of Sustainable, Responsible Impact Investing (SRI) is borne out more with each year. The information age has brought with it...

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

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...

The coronavirus pandemic has created uncertainty in the economy, rocked the stock market, led to historic unemployment, and brought about a tragic...

Interest in sustainable, responsible impact investing (SRI), investment strategies aimed at enacting both social change and financial gain, has...

The economic ramifications of the COVID-19 coronavirus crisis are being felt around the world – and possibly within your own financial situation....