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 Andrews, 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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Dana Brewer, CFP®
Jun 29, 2023 11:00:00 AM

As our clients age, we often see them struggle with paying their bills for a number of reasons.

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Kimmie Andrews, CFP® CDFA®
Jun 16, 2023 3:57:33 PM

As labor and vehicle part shortages have declined, the automobile inventory has bounced back; you might be ready for a new set of wheels!

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Bridget Handke, CFP®, CAP®
Jun 8, 2023 12:00:00 PM

As my mother is aging, I worry more about her becoming a victim of a scam. She wants to answer every phone call and listen to every pitch. But, so...

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Rachel Infante, CFP® CSRIC® CDFA®
May 25, 2023 11:44:00 AM

Divorce can be an extremely painful experience and bring on feelings of tremendous loss that may follow the same patterns of emotion after losing a...

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Bridget Handke, CFP®, CAP®
May 18, 2023 11:58:49 AM

Most Financial Advisors will tell you it’s essential to have an estate plan and to update it as your life and estate tax laws evolve. This will help...

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Dana Brewer, CFP®
May 11, 2023 1:20:41 PM

Flexibility and follow-through may sound like something you would hear from a golf instructor, but ironically, those two bits of advice can also...

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Steve Dixon, CFA® CSRIC®
Apr 20, 2023 4:22:15 PM

When Silicon Valley Bank (SVB) failed in March, it grabbed a lot of news headlines and social media attention. Now, as the crisis at that bank (and a...

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