Essential Steps for Women Who Are Unexpectedly Financially Independent

Bridget Handke, CFP®, CAP®
Dec 21, 2020 1:08:00 PM

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...

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How We Think Biden's Income Tax, Estate Planning, and Retirement Plans Could Change Your Financial Future

Kay Kramer
Dec 16, 2020 3:13:15 PM

Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...

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Social Security Taxes, Retirement Income Tax, and What to Expect Before You Stop Working

Damian Winther, CFP® CSRIC®
Dec 9, 2020 3:09:13 PM

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...

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3 Steps to Create a Win-Win Charitable Giving Strategy

Dana Brewer, CFP®
Nov 25, 2020 11:00:00 AM

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...

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3 Real-World Examples of Change Made through Sustainable, Responsible Impact Investing (SRI)

Birchwood Financial Partners
Nov 19, 2020 8:45:00 AM

The positive effect of Sustainable, Responsible Impact Investing (SRI) is borne out more with each year. The information age has brought with it...

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Stick to Your Long-Term Investment Strategy in Uncertain Times [Market Insight]

Steve Dixon, CFA® CSRIC®
Oct 29, 2020 4:27:48 PM

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...

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5 Myths About Retirement You Can't Afford to Believe

Birchwood Financial Partners
Oct 7, 2020 11:53:54 AM

Retirement is already confusing enough without all the assumptions people make about it. The reality of retired life is that it’s different for...

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8 Tips for Holding Yourself Accountable to Your Long-Term Financial Plan

RACHEL INFANTE, CFP® CSRIC® CDFA®
Oct 1, 2020 12:50:39 PM

You’ve done it! You’ve spent time crafting and designing your financial future. But now what? How do we track our progress and hold ourselves...

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5 Retirement Planning Questions with Retirement Coach Ruth Tongen

Dana Brewer, CFP®
Sep 2, 2020 11:38:15 AM

Transitioning into retirement is a major life event. While some romanticize retirement and even see it as an achievement in personal status, it can...

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When Does a 529 Plan Make Sense (and When Doesn’t It)?

Damian Winther, CFP® CSRIC®
Aug 25, 2020 11:00:00 AM

The cost of a college education continues to skyrocket and many families are astounded by the price tag and sticker shock, which they often fail to...

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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.