Financial Insights Blog

Market Insight - August 2021 Expect the unexpected might be good advice in many areas of our lives. Don’t get too rooted in what you expect to...

My husband and I worked remotely from southern California last year. We’d always talked about wintering somewhere warm during retirement, and we had...

We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...

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...