Birchwood's Financial and Investment Blog

Answers to Common Financial Questions People Avoid Asking

Answers to Common Financial Questions People Avoid Asking

By Damian Winther, CFP

Over the past few weeks, several of the Birchwood team members have been polling their peers, family members, neighbors and even clients, in hopes of identifying some of the most common financial questions people are afraid to ask. We have compiled a list of these questions and will be answering...

Six Financial Things You Can Do Now That Your Future Self Will Thank You For

By Bridget Handke, CFP, CAP

Recently at a family reunion, I overheard my niece Brittany explaining to my daughters that she often says, “Thank you Past Brittany!” That got my attention. She went on to describe how she often runs across a situation that is going smoothly for her only because she had prepared for it in the...

Should You Pay Off Your Mortgage Early?

Should You Pay Off Your Mortgage Early?

By Bridget Handke, CFP, CAP

We are often asked if paying off your mortgage early is a good strategy and our answer varies depending on each of our client’s unique circumstances. Factors include: tax impact if you need to take the payoff money from a retirement account, interest rates on your current mortgage and certainly...

The Nine Financial Things Everyone Should Know Before Becoming A Widow(er)

The Nine Financial Things Everyone Should Know Before Becoming A Widow(er)

By Bridget Handke, CFP, CAP

My sister in law is an Emergency Room nurse. Our conversations can be odd in that when I talk finance, she wants to cover her ears. When she talks medical, I do the same. Even though I often try not to listen to her stories, her words have gotten through and I’ve learned an important lesson....

Talking To Your Young Children (and Grandchildren) about Money

Talking To Your Young Children (and Grandchildren) about Money

By Damian Winther, CFP

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal every day occurrence. One of the most common questions I’ve been asked by clients has been “How can I talk to my children or grandchildren about money?” and “How can I teach my children about the value...

Bag Lady Syndrome

Bag Lady Syndrome

By Dana Brewer, CFP

Today, there are more successful, wealthy women in America than at any time in our history. This growing trend might lead you to believe that women are feeling confident and in control of their financial futures.

Financial Gremlins

Financial Gremlins

By Kay Kramer, CFP

One of the first things I often ask clients is if they have any financial gremlins. What are financial gremlins? They are messages about money that can haunt anyone and can inform their financial decisions, keep them from doing something, or cause anxiety. I usually ask if they feel like there...

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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.