---
title: The Latest from Birchwood Financial Partners | Rachel Infante, CFP® CSRIC® CDFA® (2)
description: Fueled by a desire to help people, Rachel Infante discovered financial planning to be a perfect fit with her passions. She credits her past experiences, some challenging, for her ability to connect and build relationships with clients. Rachel’s greatest joy is coaching people through times of transition and change, and helping people work through their choices to make decisions that match their goals. (2)
---

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# Financial Insights Blog

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## Rachel Infante, CFP® CSRIC® CDFA®

![Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/hubfs/DSC02925-1.jpeg)

 Fueled by a desire to help people, Rachel Infante discovered financial planning to be a perfect fit with her passions. She credits her past experiences, some challenging, for her ability to connect and build relationships with clients. Rachel’s greatest joy is coaching people through times of transition and change, and helping people work through their choices to make decisions that match their goals.

Find me on:

<https://www.linkedin.com/in/rachel-infante>

### Recent Posts

[![](https://blog.birchwoodfp.com/hubfs/child-support.jpg) ](https://blog.birchwoodfp.com/planning-for-your-children-during-after-divorce)

## [Planning For Your Children During and After a Divorce](https://blog.birchwoodfp.com/planning-for-your-children-during-after-divorce)

![Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/hubfs/DSC02925-1.jpeg)

[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)

 Jan 19, 2023 6:45:00 AM

 Divorce can be one of the most challenging experiences one goes through. 

[Read More](https://blog.birchwoodfp.com/planning-for-your-children-during-after-divorce)

[![](https://blog.birchwoodfp.com/hubfs/Blog%20Images/AdobeStock_177095611.jpeg) ](https://blog.birchwoodfp.com/life-after-retirement)

## [Purposeful Life After Retirement: Finding Post-Career Fulfillment](https://blog.birchwoodfp.com/life-after-retirement)

![Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/hubfs/DSC02925-1.jpeg)

[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)

 Aug 11, 2022 11:30:00 AM

 Life after retirement is both an exciting and challenging time. You’ve likely spent the last several decades surrounding yourself with structure,... 

[Read More](https://blog.birchwoodfp.com/life-after-retirement)

[![](https://blog.birchwoodfp.com/hubfs/AdobeStock_378475221_ccexpress.jpeg) ](https://blog.birchwoodfp.com/components-of-a-financial-plan)

## [7 Components of a Good Financial Plan](https://blog.birchwoodfp.com/components-of-a-financial-plan)

![Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/hubfs/DSC02925-1.jpeg)

[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)

 Apr 7, 2022 7:15:00 AM

 While not always a popular topic in households, discussing finances plays an essential role in almost every decision we make. Readily planning for... 

[Read More](https://blog.birchwoodfp.com/components-of-a-financial-plan)

[![](https://blog.birchwoodfp.com/hubfs/BFP%20moving%20in%20retirement%20blog.jpeg) ](https://blog.birchwoodfp.com/moving-in-retirement)

## [Life After Retirement: Things to Consider When Moving](https://blog.birchwoodfp.com/moving-in-retirement)

![Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/hubfs/DSC02925-1.jpeg)

[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)

 Sep 29, 2021 12:24:29 PM

 For most people, retirement can bring a sense of freedom to make big choices you otherwise couldn’t have made while working. However, some of the... 

[Read More](https://blog.birchwoodfp.com/moving-in-retirement)

[![](https://blog.birchwoodfp.com/hubfs/gifting%20money%20to%20children%20milestones.jpg) ](https://blog.birchwoodfp.com/milestones-for-gifting-money-to-children)

## [Financial, Life Milestones to Consider When Gifting Money to Children](https://blog.birchwoodfp.com/milestones-for-gifting-money-to-children)

![Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/hubfs/DSC02925-1.jpeg)

[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)

 Jun 21, 2021 12:15:00 PM

 Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking... 

[Read More](https://blog.birchwoodfp.com/milestones-for-gifting-money-to-children)

[![](https://blog.birchwoodfp.com/hubfs/Female%20Breadwinner-Talking%20to%20Spouse%20About%20Money.jpeg) ](https://blog.birchwoodfp.com/talking-about-money-with-your-partner)

## [Female Breadwinner: Talking About Money With Your Partner](https://blog.birchwoodfp.com/talking-about-money-with-your-partner)

![Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/hubfs/DSC02925-1.jpeg)

[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)

 May 25, 2021 11:21:53 AM

 Having a sole breadwinner in the home can lead to moments of discord in a marriage. While one spouse carries the financial burden, the other spouse... 

[Read More](https://blog.birchwoodfp.com/talking-about-money-with-your-partner)

[![](https://blog.birchwoodfp.com/hubfs/Female%20Breadwinner%20-%20Birchwood.jpg) ](https://blog.birchwoodfp.com/tips-for-female-breadwinners)

## [What Being a Female Breadwinner Means: 4 Keys to Work-Life Balance](https://blog.birchwoodfp.com/tips-for-female-breadwinners)

![Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/hubfs/DSC02925-1.jpeg)

[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)

 May 5, 2021 5:01:14 PM

 The role of women in households has seen dramatic changes in recent decades. Today, more women work full-time and play an active role in finances.... 

[Read More](https://blog.birchwoodfp.com/tips-for-female-breadwinners)

[![](https://blog.birchwoodfp.com/hubfs/Birchwood%20-%20Divorce%20after%20Retirement%203.10.21.jpg) ](https://blog.birchwoodfp.com/divorce-retirement-planning)

## [Divorce and Retirement: How to Rebuild Your Future Plan](https://blog.birchwoodfp.com/divorce-retirement-planning)

![Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/hubfs/DSC02925-1.jpeg)

[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)

 Mar 16, 2021 9:53:21 AM

 Life brings many changes and challenges – sometimes when we least expect it. Divorce can be an extremely emotional process, whether the decision... 

[Read More](https://blog.birchwoodfp.com/divorce-retirement-planning)

[![](https://blog.birchwoodfp.com/hubfs/How%20to%20Talk%20to%20Your%20Aging%20Parents%20About%20Money%20-%20mother%20and%20daughter%20at%20table%20%E2%80%93%20Birchwood.jpg) ](https://blog.birchwoodfp.com/how-to-talk-to-parents-about-money)

## [How to Talk to Your Aging Parents About Money](https://blog.birchwoodfp.com/how-to-talk-to-parents-about-money)

![Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/hubfs/DSC02925-1.jpeg)

[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)

 Dec 28, 2020 1:22:00 PM

 On the list of things we never expect to have to talk about with our parents, finances often rank near the top. Finances can be a taboo subject in... 

[Read More](https://blog.birchwoodfp.com/how-to-talk-to-parents-about-money)

[![](https://blog.birchwoodfp.com/hubfs/Young%20woman%20using%20computer%20and%20calculator%20to%20budget%2c%20plan%20%E2%80%93%20Birchwood%20FP.jpg) ](https://blog.birchwoodfp.com/8-tips-long-term-financial-plan)

## [8 Tips for Holding Yourself Accountable to Your Long-Term Financial Plan](https://blog.birchwoodfp.com/8-tips-long-term-financial-plan)

![Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/hubfs/DSC02925-1.jpeg)

[Rachel Infante, CFP® CSRIC® CDFA®](https://blog.birchwoodfp.com/author/rachel-infante-cfp)

 Oct 1, 2020 12:50:39 PM

 You’ve done it! You’ve spent time crafting and designing your financial future. But now what? How do we track our progress and hold ourselves... 

[Read More](https://blog.birchwoodfp.com/8-tips-long-term-financial-plan)

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