RACHEL INFANTE, CFP® CSRIC® CDFA®
Dec 7, 2023 8:37:29 PM

When someone you know is going through a divorce, one thing is certain: their reality is changing in a very big way.

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Bridget Handke, CFP®, CAP®
Nov 24, 2023 10:00:00 AM

Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...

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Bridget Handke, CFP®, CAP®
Nov 16, 2023 12:49:06 PM

Let’s talk about gifts–not just those wrapped in fancy bows but the ones involving stocks, property, and even art. Delving into the world of...

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Dana Brewer, CFP®
Oct 26, 2023 1:30:00 PM

Each generation’s approach to retirement tends to be somewhat different from those of the previous generations.

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Bridget Handke, CFP®, CAP®
Oct 19, 2023 4:32:19 PM

Retirement–the long-awaited time in our lives when we can finally relax, explore our passions, and enjoy the fruits of our labor.

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Kimmie Moehring, CFP® CDFA®
Oct 13, 2023 8:09:00 AM

As I was sitting at my gate to board the plane, I looked around and thought about how each passenger has their very own unique reason for why they...

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Steve Dixon, CFA® CSRIC®
Sep 18, 2023 11:36:47 AM

Market Insight - September 2023 Late last year I wrote that nearly all signs were pointing to an economic recession in 2023. Noted in my blog were...

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RACHEL INFANTE, CFP® CSRIC® CDFA®
Aug 31, 2023 4:14:38 PM

I recently sat down with Gordon Severson for an interview for KARE 11’s Your Money segment focused on “Your Money Good for the Environment and Your...

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Kimmie Moehring, CFP® CDFA®
Aug 10, 2023 4:15:00 PM

A family vacation sounds great, right? Until someone has to make a decision that affects everyone on the trip.

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Birchwood Financial Partners
Jul 13, 2023 4:28:57 PM

Many people can envision their retirement, spending time with family and friends, pursuing hobbies or travel, and generally taking it easy.

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