Bridget Handke, CFP®, CAP®
Apr 1, 2020 5:06:12 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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RACHEL INFANTE, CFP®
Mar 3, 2020 5:35:44 PM

Life after retirement is both an exciting and challenging time. You’ve likely spent the last several decades surrounding yourself with structure,...

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Steve Dixon, CFA
Feb 28, 2020 4:05:07 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 9:15:00 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®
Feb 10, 2020 2:46:03 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®
Jan 30, 2020 5:58:37 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 7:45:00 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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Bridget Handke, CFP®, CAP®
Dec 5, 2019 1:40:27 PM

Congratulations! You have done a great job managing your finances and saving for your future! Now that you are looking at retirement down the road,...

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Steve Dixon, CFA
Nov 26, 2019 1:05:07 PM

Market Insight - November 2019 A friend of mine was telling me a story about his difficulty in getting his kids to do their chores around the house...

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Birchwood Financial Partners
Nov 25, 2019 3:10:50 PM

Many people are looking for ways to keep their money close to home this holiday season while making an impact in their community. Fortunately, there...

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