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®
Sep 5, 2018 9:57:49 AM

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...

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Bridget Handke, CFP®, CAP®
Aug 29, 2018 10:23:12 AM

The allure of tax free money is strong, especially when saving for your retirement. One way to accumulate tax free funds is to take advantage of a...

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Bridget Handke, CFP®, CAP®
Aug 15, 2018 1:53:29 PM

They say it's better to give than to receive. When it comes to gifting money, you likely want to make sure your assets go to the people and causes...

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Bridget Handke, CFP®, CAP®
Aug 2, 2018 12:51:04 PM

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...

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Bridget Handke, CFP®, CAP®
Jul 25, 2018 3:25:00 PM

You’ve been saving for years and you can see retirement down the road. What is your timeline? How does all this fit together? Below is a timeline on...

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Bridget Handke, CFP®, CAP®
Jul 18, 2018 11:25:00 AM

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...

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Bridget Handke, CFP®, CAP®
Jun 27, 2018 11:28:00 AM

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...

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Bridget Handke, CFP®, CAP®
Jun 13, 2018 1:16:00 PM

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...

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Bridget Handke, CFP®, CAP®
May 9, 2018 11:35:00 AM

Is college worth it? A few years after baby boomers finished college beginning in the 90s, the cost of education started rising higher than the costs...

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Bridget Handke, CFP®, CAP®
Apr 18, 2018 12:36:00 PM

Recently at a family reunion, I overheard my niece Brittany explaining to my daughters that she often says, “Thank you Past Brittany!” That got my...

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

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