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 MoreRACHEL INFANTE, CFP® CSRIC® CDFA®
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.
Recent Posts
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 MoreHaving 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 MoreThe 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 MoreLife brings many changes and challenges – sometimes when we least expect it. Divorce can be an extremely emotional process, whether the decision...
Read MoreOn 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 MoreYou’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 MoreWomen have faced many challenges over the years, including an undeniable wage gap. In 2020 women earn 81 cents for every dollar earned by men. This...
Read MoreLove is in the air! You’ve met your soulmate and are starting to think about that next step toward your future together, which may or may not include...
Read MoreAre you considering adoption? Many people explore adoption for a variety of reasons but don’t necessarily understand the financial implications that...
Read MoreInvestment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.
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