Dana Brewer, CFP®
Mar 17, 2022 7:15:00 AM

What would you say if you could travel back in time and give your younger self some advice?  Would you tell yourself to slow down and enjoy each...

Read More
Bridget Handke, CFP®, CAP®
Mar 10, 2022 7:15:00 AM

Those first months after COVID-19 hit the U.S., we all encountered a shared experience, yet we all experienced our reality differently. Some of us...

Read More
Damian Winther, CFP® CSRIC™
Mar 3, 2022 2:30:00 PM

It’s rumored that Albert Einstein once said, “Compound interest is the eighth wonder of the world. He who understands it earns it; he who doesn’t...

Read More
Damian Winther, CFP® CSRIC™
Feb 22, 2022 2:45:00 PM

If your children or grandchildren have reached ninth or tenth grade, you’re likely in the middle of the college search process. Let me tell you, this...

Read More
Birchwood Financial Partners
Feb 1, 2022 10:00:00 AM

This article has been updated to reflect 2022 deadlines and filing protocols. With the holidays behind us and the new year officially off and...

Read More
Dana Brewer, CFP®
Jan 25, 2022 7:09:00 AM

Socially Responsible Investing (SRI) or Environmental Social Governance (ESG) can be integrated into an investment strategy in many ways. Typically...

Read More
Birchwood Financial Partners
Jan 13, 2022 11:33:00 AM

Over the years many of Birchwood’s clients have explored switching up their primary residence to states with warmer weather and lower state income...

Read More
Damian Winther, CFP® CSRIC™
Dec 21, 2021 12:15:00 PM

As a Certified Financial Planner™ and father of four amazing children, I’m smack-dab in the middle of a very frustrating situation that I believe may...

Read More
Steve Dixon, CFA CSRIC™
Dec 17, 2021 12:02:09 PM

Market Insight - December 2021 For better or worse, the U.S. and other global economies have been supported by ever increasing stimulus from central...

Read More
Bridget Handke, CFP®, CAP®
Dec 9, 2021 11:45:00 AM

As a financial advisor for nearly 20 years, it’s been gratifying to help people strategize, plan for, and pull the trigger on retirement. For some...

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.