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...

Read More

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...

Read More

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...

Read More

How Will the SECURE Act Change Your Estate Planning Opportunities?

Dana Brewer, CFP®
Aug 18, 2020 11:00:00 AM

In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act with the goal of encouraging taxpayers to...

Read More

Financial Strategies for Independent Women

Rachel Infante, CFP® CSRIC® CDFA®
Aug 11, 2020 11:00:00 AM

Women have faced many challenges over the years, including an undeniable wage gap. In 2020 women earn 81 cents for every dollar earned by men. This...

Read More

Staying Connected in a Disconnected World [Market Insight]

Steve Dixon, CFA® CSRIC®
Aug 11, 2020 8:32:29 AM

Market Insight - August 2020 We are all living disconnected lives right now. We are disconnected from each other, from our routines, and from our...

Read More

How to Mentally Prepare for Retirement Anxiety

Birchwood Financial Partners
Aug 6, 2020 4:40:00 PM

Some things about retirement can't be measured with numbers. The first year of retirement can seem like one of the most stressful of your life, and...

Read More

Long-Term Consequences of Government Stimulus [Market Insight]

Steve Dixon, CFA® CSRIC®
Jun 25, 2020 12:59:03 PM

Market Insight Online Call Series - June 24, 2020 Thank you for joining us for our second in a series of Market Insight online calls. In this week's...

Read More

Why the Economy is not the Same as the Stock Market [Market Insight]

Steve Dixon, CFA® CSRIC®
Jun 12, 2020 9:15:41 AM

Market Insight Online Call Series - June 10, 2020 Thank you for joining us for our first in a series of Market Insight online calls. In this week's...

Read More

Proactive Financial Planning is About Choices

Dana Brewer, CFP®
Jun 9, 2020 12:00:00 PM

Having money can give you choices. Money doesn’t promise you happiness nor does it shield you from loneliness, but the choice of how you live with...

Read More

Investment 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.