Birchwood's Financial and Investment Blog

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

I Set My Retirement - Now What?

I Set My Retirement - Now What?

By Bridget Handke, CFP, CAP

That’s the question we often get from clients when they come in to discuss their retirement. They’ve decided to retire but they don’t know what their next steps are. They want to know “how it will work”. Below are the steps we take as financial advisors to help a client who is about to retire.

Financial Planning for Widows: Managing Money after Losing a Spouse

Financial Planning for Widows: Managing Money after Losing a Spouse

By Bridget Handke, CFP, CAP

The death of a spouse can be one of the most challenging things a person can endure. The emotional impact, changes to your family structure, and loss of your closest companion can all take a toll. Financial issues shouldn't add to the emotional hardship. Yet, too often widows and widowers may...

Invest Like a Woman: 6 Ways Women Can Wield Their Financial Power

Invest Like a Woman: 6 Ways Women Can Wield Their Financial Power

By Bridget Handke, CFP, CAP

I’ve never engaged in Millennial bashing because I can’t think of anything bash-worthy. I love Millennials! I have two daughters, both in their twenties. They don’t do things the way I did at their age but that doesn’t matter because I appreciate their different point of views and passions. For...

Avoid Creating Financially Dependent Adult Children: How to give money to your kids and feel good about it

Avoid Creating Financially Dependent Adult Children: How to give money to your kids and feel good about it

By Bridget Handke, CFP, CAP

I was one of those moms who insisted her kids do chores. Not just 5 minutes worth but a number of regular daily chores. We did this to develop of a sense of belonging and to learn responsibility. Another reason was I didn’t want them to see Mom and Dad always working while they loafed around...

Bill Paying Chaotic? The Surprisingly Simple Way Financial Advisors Pay Bills

Bill Paying Chaotic? The Surprisingly Simple Way Financial Advisors Pay Bills

By Bridget Handke, CFP, CAP

We see it time and again. Some of our brightest, most affluent clients struggle with paying bills. It’s not that they don’t have enough money. It’s that they don’t have a workable system and sometimes miss a payment or have to dip into savings for a big bill. At Birchwood Financial Partners,...

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