Birchwood's Financial and Investment Blog

Damian Winther, CFP

Damian Winther, CFP
As one of the owners of Birchwood, Damian Winther meets with clients on a daily basis and helps them get a sense of whether they are on track to achieve their goals. He works extensively on developing and implementing tax and Social Security strategies with clients. Overall, Damian aims for efficiency with client plans and takes into consideration their unique financial situations. He communicates each of the options available to clients and helps guide them to a decision and assists them with the implementation process. Damian finds a great deal of value in working as a team at Birchwood; he believes it is integral to successfully creating appropriate recommendations and finding the best way to help clients achieve their goals.
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Recent Posts

A Guide to Taxes in Retirement

A Guide to Taxes in Retirement

By Damian Winther, CFP

You’ve saved your whole career, your kids are launched, and perhaps your mortgage is paid off. Now you’re starting to feel like it’s time to begin thinking more seriously about the next chapter in your life. As financial advisors, we believe it’s important to build a relationship with each...

Financial Tips for an Early Retirement

Financial Tips for an Early Retirement

By Damian Winther, CFP

Whether your primary motivation is to travel, spend more time with family, improve your gardening skills or play more golf, chances are you’re like most people and want to retire as early as possible…or at least know you have the flexibility to retire early. For many people, early retirement...

Bucket Budgeting: Creating a Cash Flow Management System That Works for You

Bucket Budgeting: Creating a Cash Flow Management System That Works for You

By Damian Winther, CFP

Does an unexpected car or home repair blow your monthly budget? Do you feel like you’re never able to save enough for a vacation? Do you worry about if you’re going to have enough for retirement but you don’t even know what you have? If the answer is yes to any of these questions, you could...

Answers to Common Financial Questions People Avoid Asking

Answers to Common Financial Questions People Avoid Asking

By Damian Winther, CFP

Over the past few weeks, several of the Birchwood team members have been polling their peers, family members, neighbors and even clients, in hopes of identifying some of the most common financial questions people are afraid to ask. We have compiled a list of these questions and will be answering...

Talking To Your Young Children (and Grandchildren) about Money, Cash Flow, and Finances

Talking To Your Young Children (and Grandchildren) about Money, Cash Flow, and Finances

By Damian Winther, CFP

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal every day occurrence. One of the most common questions I’ve been asked by clients has been “How can I talk to my children or grandchildren about money?” and “How can I teach my children about the value...

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