Dana Brewer, CFP®
Jun 19, 2019 2:47:30 PM

Your retirement account(s) may be some  of your largest assets so it is important to choose wisely. Upon death, your retirement account(s) likely...

Read More
Damian Winther, CFP®
Jun 12, 2019 7:07:00 AM

Regardless of your wealth, the April 15th tax filing deadline was likely a major thorn in your side, it may have lead to stress, lack of sleep and...

Read More
Bridget Handke, CFP®, CAP®
Jun 5, 2019 6:26:20 PM

Many of our clients tell us they are considering downsizing in retirement. They may even be counting on selling their house and banking some of the...

Read More
RACHEL INFANTE, CFP®
May 29, 2019 10:28:37 AM

Retirement can be an exciting phase to plan for, but the age in which you retire may have a significant impact on your cash flow boiling down to one...

Read More
Dana Brewer, CFP®
May 23, 2019 10:40:41 AM

June is a month when couples in love often flock to the altar. For those that have been married before they know only too well that exchanging...

Read More
Steve Dixon, CFA
May 23, 2019 10:31:15 AM

Market Insight - May 2019 If the bull market of the 1990’s can be referred to as the “Raging Bull”, the current bull market (a period of rising stock...

Read More
Kay Kramer, CFP®
May 15, 2019 10:21:25 AM

I have been interested and involved in Sustainable, Responsible, Impact investing (SRI) for most of my financial planning career. As a member of the...

Read More
Bridget Handke, CFP®, CAP®
May 8, 2019 3:57:25 PM

When I was younger, I felt that focusing on money and finances, like how much I made or what new gadget I could afford, was a bit egotistical. I...

Read More
Damian Winther, CFP®
May 1, 2019 12:17:32 PM

If you are like most of the United States population, chances are you’ve held several jobs over the years, which may have resulted in multiple...

Read More
RACHEL INFANTE, CFP®
Apr 24, 2019 1:37:55 PM

Infertility. It’s a word that becomes a reality for so many. According to the National Survey of Family Growth by the Centers for Disease Control and...

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.