Steve Dixon, CFA® CSRIC®
May 4, 2020 1:16:15 PM

Market Insight - May 2020 My theology professor at St. Thomas, when asked, “Why do bad things happen to good people?” replied, “So that we are able...

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Birchwood Financial Partners
Apr 22, 2020 4:36:37 PM

The economic ramifications of the COVID-19 coronavirus crisis are being felt around the world – and possibly within your own financial situation....

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Birchwood Financial Partners
Apr 15, 2020 1:00:00 PM

Fear and uncertainty abound in our coronavirus-tinted world. The stock market is in turmoil, businesses are shrinking and unemployment is exploding....

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Dana Brewer, CFP®
Apr 8, 2020 11:15:00 AM

Today the experiences of those who are currently exploring retirement differ in important ways from previous generations. For example, both partners...

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Bridget Handke, CFP®, CAP®
Apr 1, 2020 4:06:12 PM

As Boomers, helping our parents out in their elder years or remembering them wistfully, we start to realize that we are becoming the next oldest...

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Steve Dixon, CFA® CSRIC®
Feb 28, 2020 3:05:07 PM

Market Insight - February 2020 As you know, the capital markets have reacted swiftly and severely to the continuing news of a new coronavirus...

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Bridget Handke, CFP®, CAP®
Feb 18, 2020 8:15:00 AM

When I mentioned to my friend Kathy that my next blog assignment was on financial self-care, she became very animated and explained how her financial...

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RACHEL INFANTE, CFP® CSRIC® CDFA®
Feb 10, 2020 1:46:03 PM

Love is in the air! You’ve met your soulmate and are starting to think about that next step toward your future together, which may or may not include...

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Damian Winther, CFP® CSRIC®
Jan 30, 2020 4:58:37 PM

Social media outlets can have the tendency to cause us to create what can be unreasonable comparisons between ourselves and our lifestyle and those...

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Dana Brewer, CFP®
Jan 23, 2020 6:45:00 AM

Think about it – What is your vision and plan? Take a moment to think about your perfect day in retirement. Are you doing something you love or...

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