Creating an estate plan that dictates the distribution of your assets is important so that your family will be financially taken care of if something...
Read More
Talking about death is not easy, and many couples would prefer to avoid the conversation altogether. That's what makes the estate planning process...
Read More
On 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 More
We’ve all heard the stories of lottery winners who find themselves penniless a decade after winning large sums of money. Whether they spend the...
Read More
Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...
Read More
If you’re like most Americans, you may think that the day you retire is the day you turn on every retirement account you have contributed to...
Read More
We're often asked to help our clients think through a strategy that fulfills their desire to fund causes they believe in and their desire to save on...
Read More
The positive effect of Sustainable, Responsible Impact Investing (SRI) is borne out more with each year. The information age has brought with it...
Read More
Market Insight - October 2020 I’ve been a fan of fiction books for as long as I can remember. I especially enjoy books that surprise me and are...
Read More
Retirement is already confusing enough without all the assumptions people make about it. The reality of retired life is that it’s different for...
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.