Kay Kramer

Kay Kramer

Kay retired from financial planning in 2021. In 1990, Kay and her co-founding partner made the decision to form Birchwood Financial Partners. Providing clients with the financial resources to help achieve their goals in a way that matches their values has given her much joy.

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Recent Posts

Retirement Advice From Kay Kramer, Birchwood Retired Founder

Kay Kramer
Oct 13, 2022 7:45:00 AM

It is hard to believe that I retired fifteen months ago. After all the years of helping clients to make that transition and giving advice that I had...

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The Power of Shareholder Advocacy: Influencing Companies’ Decisions

Kay Kramer
Nov 22, 2021 2:15:00 PM

Shareholder advocacy is a significant part of Sustainable Responsible Impact (SRI) investing and a crucial tool in making changes for the good of the...

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The things I Could and Could Not Prepare for When Losing My Mother

Kay Kramer
Oct 28, 2021 7:15:00 AM

I thought I was ready. I thought I was ready to have my mother die. She was 95 and a half, after all, and had a really wonderful life. She had been...

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Mentally Preparing for Retirement after Financially Preparing

Kay Kramer
Jun 10, 2021 8:04:35 AM

Follow Birchwood’s co-founder Kay Kramer as she journals her experience transitioning into retirement.

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How We Think Biden's Income Tax, Estate Planning, and Retirement Plans Could Change Your Financial Future

Kay Kramer
Dec 16, 2020 3:13:15 PM

Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...

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Ideas for Female Empowerment to Incorporate Today

Kay Kramer
Sep 6, 2019 1:36:08 PM

Female empowerment, what does that phrase mean to you? For me, it’s about empowering women around a variety of issues. There is an organization...

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Does It Work? Myth-Busting and Fact-Finding Socially Responsible Investing

Kay Kramer
May 15, 2019 9:21:25 AM

I have been interested and involved in Sustainable, Responsible, Impact investing (SRI) for most of my financial planning career. As a member of the...

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Understanding the Different SRI Investing Strategies

Kay Kramer
Apr 4, 2019 8:57:54 AM

Minnesota hosted Super Bowl LII and introduced the world to the Bold North! As a resident, it was hard not to feel the camaraderie with your fellow...

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Investing in Women: A Look at the S&P 500 Companies with Female CEOs

Kay Kramer
Mar 27, 2019 11:00:00 AM

One powerful way to make a difference in today’s world is by wielding our financial power. One way people are doing this is through Socially...

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Keep Giving: Planning Your Charitable Contributions in Retirement

Kay Kramer
Jan 23, 2019 9:38:06 AM

One of the many things that you may think about as you near a transition to retirement or are retired, is how your charitable giving may change....

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

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