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...
Read More
My husband and I worked remotely from southern California last year. We’d always talked about wintering somewhere warm during retirement, and we had...
Read More
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...
Read More
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...
Read More
Contemplating retirement can be both exhilarating and frightening at the same time. So many questions arise from a financial perspective and...
Read More
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...
Read More
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
Follow Birchwood’s co-founder Kay Kramer as she journals her experience transitioning into retirement.
Read More
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
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...
Read MoreInvestment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.
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.