Socially Responsible Investing (SRI) or Environmental Social Governance (ESG) can be integrated into an investment strategy in many ways. Typically...Read More
It’s not always easy for a couple to walk a journey together for a long time. The elements that frequently draw two people toward one another at the...Read More
Maybe you’ve come to a point in your life where your kids are now adults, your parents are starting to depend on you a little more each year, or...Read More
Contemplating retirement can be both exhilarating and frightening at the same time. So many questions arise from a financial perspective and...Read More
Sustainable investment best practices have become a cornerstone of overall investment strategy for investors around the world. In recent years, these...Read More
Talking about death is not easy, and many couples would prefer to avoid the conversation altogether. That's what makes the estate planning process...Read More
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
Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.
All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.