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...

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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...

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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...

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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...

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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...

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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...

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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...

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Ask Birchwood: Reasons to Be Optimistic About U.S. Economic Recovery from COVID-19

Birchwood Financial Partners
Jun 4, 2020 12:00:00 PM

The coronavirus pandemic has created uncertainty in the economy, rocked the stock market, led to historic unemployment, and brought about a tragic...

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Estate Planning During Life Disruptions Like COVID-19

Dana Brewer, CFP®
Jun 3, 2020 12:30:00 PM

Calling the coronavirus pandemic a disruption may seem like an understatement. However, when unexpected events create disruptions that force us to...

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How COVID-19 is Accelerating Sustainable, Responsible Impact Investing

Birchwood Financial Partners
May 28, 2020 9:19:12 AM

Interest in sustainable, responsible impact investing (SRI), investment strategies aimed at enacting both social change and financial gain, has...

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