Bridget Handke, CFP®, CAP®

Bridget Handke, CFP®, CAP®

Bridget Handke, one of the owners of Birchwood Financial Partners, has a personal mission to help people thrive. She does this by developing long-term relationships with clients that enables her to understand what is most important to them. Bridget strives to give clients a sense of confidence. She is able to translate complex financial concepts into plain language so their personalized financial plan is understandable, flexible and helps promote peace of mind.

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Recent Posts

Bridget Handke, CFP®, CAP®
Nov 24, 2023 10:00:00 AM

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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Bridget Handke, CFP®, CAP®
Nov 16, 2023 12:49:06 PM

Let’s talk about gifts–not just those wrapped in fancy bows but the ones involving stocks, property, and even art. Delving into the world of...

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Bridget Handke, CFP®, CAP®
Oct 19, 2023 4:32:19 PM

Retirement–the long-awaited time in our lives when we can finally relax, explore our passions, and enjoy the fruits of our labor.

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Bridget Handke, CFP®, CAP®
Jun 8, 2023 12:00:00 PM

As my mother is aging, I worry more about her becoming a victim of a scam. She wants to answer every phone call and listen to every pitch. But, so...

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Bridget Handke, CFP®, CAP®
May 18, 2023 11:58:49 AM

Most Financial Advisors will tell you it’s essential to have an estate plan and to update it as your life and estate tax laws evolve. This will help...

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Bridget Handke, CFP®, CAP®
Apr 13, 2023 11:30:00 AM

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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Bridget Handke, CFP®, CAP®
Mar 16, 2023 11:00:00 AM

Business Insider defines a recession as a period of contraction in a country's economy, signaled by a reduction in Gross Domestic Product (GDP) and...

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Bridget Handke, CFP®, CAP®
Mar 10, 2023 10:21:54 AM

Recently, a client contacted me to help them better understand how charitable deductions work, and how a potential giver might be impacted if they...

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Bridget Handke, CFP®, CAP®
Feb 23, 2023 12:00:00 PM

Congress passed SECURE Act 2.0 in December of 2022. There are over 100 provisions of the act, and it affects people from all walks of life. This...

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Bridget Handke, CFP®, CAP®
Dec 22, 2022 7:15:00 AM

How can financial advisors help you visualize financial independence? Many people come to our advisory firm to help manage a complex financial...

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

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