Birchwood Financial Partners

Birchwood Financial Partners

Find me on:

Recent Posts

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...

Read More
Birchwood Financial Partners
Jul 13, 2023 4:28:57 PM

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

Read More
Birchwood Financial Partners
Dec 28, 2022 12:03:28 PM

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...

Read More
Birchwood Financial Partners
Jan 13, 2022 11:33:00 AM

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

Read More
Birchwood Financial Partners
Nov 19, 2020 8:45:00 AM

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

Read More
Birchwood Financial Partners
Oct 7, 2020 11:53:54 AM

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

Read More
Birchwood Financial Partners
Aug 6, 2020 4:40:00 PM

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...

Read More
Birchwood Financial Partners
Jun 4, 2020 12:00:00 PM

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

Read More
Birchwood Financial Partners
May 28, 2020 9:19:12 AM

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

Read More
Birchwood Financial Partners
Apr 22, 2020 4:36:37 PM

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

Read More

Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.