So you’ve managed your finances and saved for your future. Nice work! But now that you are looking ahead to retirement, you may like to find a...Read More
People decide to work with a financial advisor for many reasons. At Birchwood, we often acquire new clients because their finances have become too...Read More
Similar to Socially Responsible Investing (SRI) with stocks and bonds, buying an electric car can be considered a socially responsible investment...Read More
As a financial advisor for nearly 20 years, it’s been gratifying to help people strategize, plan for, and pull the trigger on retirement. For some...Read More
At some point during the pandemic, I needed to step away from listening to the news and focus my brain on something complex, interesting and...Read More
As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...Read More
My husband and I worked remotely from southern California last year. We’d always talked about wintering somewhere warm during retirement, and we had...Read More
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