Financial Insights Blog

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...

Contemplating retirement can be both exhilarating and frightening at the same time. So many questions arise from a financial perspective and...

We are officially halfway through 2021, and wow, what a year it’s been. If you’re like many of our clients, you may have taken this midway point as a...

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

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

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...

Market Insight - May 2021 There are few topics in economics that seem to be as widely misjudged and generate as much head-scratching as inflation. In...

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....

As a Financial Advisor, one of the many roles I play is “professional nag.” The thought of working through (and paying for) a comprehensive estate...

If you’re an adult child with senior parents, you’ve probably experienced a reversal of past roles. Early in your life, your parent may have taught...