Birchwood's Financial and Investment Blog

Estate Planning Strategies to Take Care of Your Spouse

Estate Planning Strategies to Take Care of Your Spouse

By RACHEL INFANTE, CFP®

There are many things we plan for as couples—like where we want to live, how many children we want to have, and when we want to retire. More often than not, we don’t plan appropriately for the inevitable. Death unfortunately is not an option. Wouldn’t it be better to know that your loved ones...

Heightened Uncertainty in 2019

Heightened Uncertainty in 2019

By Steve Dixon, CFA

Market Insight - February 2019 If you ever doubted the influence that central banks, particularly the U.S. Federal Reserve, have over financial markets, let the past two months put any debate to rest. On December 19th, the Federal Reserve announced that it would raise short-term interest rates...

Backdoor Roth IRA Strategies

Backdoor Roth IRA Strategies

By Damian Winther, CFP

Many of us are looking for ways to maximize our long-term wealth. For most of us, this means setting aside 15 to 25 percent of our annual income. The earlier we can start funding our investment accounts, the higher the probability we’ll have that size-able nest egg waiting for us when we reach...

Personal Finance Basics: Managing Your Money with a Financial “Trainer”

Personal Finance Basics: Managing Your Money with a Financial “Trainer”

By Dana Brewer, CFP

I have been using the same fitness trainer since 2001. I don’t say this to boast about my fitness but to explain why after 18 years I still need a trainer. After all those years, I feel I should be able to put together a great workout plan, execute proper technique, and listen to my body to...

A Guide to Taxes in Retirement

A Guide to Taxes in Retirement

By Damian Winther, CFP

You’ve saved your whole career, your kids are launched, and perhaps your mortgage is paid off. Now you’re starting to feel like it’s time to begin thinking more seriously about the next chapter in your life. As financial advisors, we believe it’s important to build a relationship with each...

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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.