This article has been updated to reflect 2023 deadlines and filing protocols. With the holidays behind us and the new year officially off and...Read More
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
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
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
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
The coronavirus pandemic has created uncertainty in the economy, rocked the stock market, led to historic unemployment, and brought about a tragic...Read More
Interest in sustainable, responsible impact investing (SRI), investment strategies aimed at enacting both social change and financial gain, has...Read More
The economic ramifications of the COVID-19 coronavirus crisis are being felt around the world – and possibly within your own financial situation....Read More
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