You’ve completed your financial plan and are basking in the pride that such an accomplishment grants – and you should! Creating a plan is the first...
Read MoreBridget Handke, CFP®, CAP®

Recent Posts

After all the planning, number-crunching, endless discussions, dreaming, and plotting, how often is retirement what people expect it to be? As...
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We’ve all heard the stories of lottery winners who find themselves penniless a decade after winning large sums of money. Whether they spend the...
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As Boomers, helping our parents out in their elder years or remembering them wistfully, we start to realize that we are becoming the next oldest...
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When I mentioned to my friend Kathy that my next blog assignment was on financial self-care, she became very animated and explained how her financial...
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Congratulations! You have done a great job managing your finances and saving for your future! Now that you are looking at retirement down the road,...
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Recently, I was speaking with my younger sister, who is juggling caring for two young boys, a full-time job and a husband who travels. She’s tired....
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Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...
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Many of our clients tell us they are considering downsizing in retirement. They may even be counting on selling their house and banking some of the...
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When I was younger, I felt that focusing on money and finances, like how much I made or what new gadget I could afford, was a bit egotistical. I...
Read MoreInvestment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.
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