Birchwood's Financial and Investment Blog

I Set My Retirement - Now What?

I Set My Retirement - Now What?

By Bridget Handke, CFP, CAP

That’s the question we often get from clients when they come in to discuss their retirement. They’ve decided to retire but they don’t know what their next steps are. They want to know “how it will work”. Below are the steps we take as financial advisors to help a client who is about to retire.

Financial Planning for Widows: Managing Money after Losing a Spouse

Financial Planning for Widows: Managing Money after Losing a Spouse

By Bridget Handke, CFP, CAP

The death of a spouse can be one of the most challenging things a person can endure. The emotional impact, changes to your family structure, and loss of your closest companion can all take a toll. Financial issues shouldn't add to the emotional hardship. Yet, too often widows and widowers may...

Invest Like a Woman: 6 Ways Women Can Wield Their Financial Power

Invest Like a Woman: 6 Ways Women Can Wield Their Financial Power

By Bridget Handke, CFP, CAP

I’ve never engaged in Millennial bashing because I can’t think of anything bash-worthy. I love Millennials! I have two daughters, both in their twenties. They don’t do things the way I did at their age but that doesn’t matter because I appreciate their different point of views and passions. For...

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