Financial Insights Blog

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...

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...

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...

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

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...

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

I recently spent time with my mom, who lives in another state. She had been in the hospital earlier this year. It was wonderful to see her doing...

  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...

People decide to work with a financial advisor for many reasons. At Birchwood, we often acquire new clients because their finances have become too...

I was at a conference learning about the ins and outs of Social Security when the presenter said with what seemed like glee, “And I just found out my...