We're often asked to help our clients think through a strategy that fulfills their desire to fund causes they believe in and their desire to save on...Read More
Transitioning into retirement is a major life event. While some romanticize retirement and even see it as an achievement in personal status, it can...Read More
In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act with the goal of encouraging taxpayers to...Read More
Calling the coronavirus pandemic a disruption may seem like an understatement. However, when unexpected events create disruptions that force us to...Read More
Today the experiences of those who are currently exploring retirement differ in important ways from previous generations. For example, both partners...Read More
Think about it – What is your vision and plan? Take a moment to think about your perfect day in retirement. Are you doing something you love or...Read More
Teaching young children or grandchildren about charitable giving and the environment may instill values they will take through the rest of their...Read More
When the media refers to “the Market” just what does that mean and why does it matter? For most of us with memories of stock market turmoil as well...Read More
Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.
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