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...Read More
Flexibility and follow-through may sound like something you would hear from a golf instructor, but ironically, those two bits of advice can also...Read More
Business Insider defines a recession as a period of contraction in a country's economy, signaled by a reduction in Gross Domestic Product (GDP) and...Read More
Recently, a client contacted me to help them better understand how charitable deductions work, and how a potential giver might be impacted if they...Read More
How can financial advisors help you visualize financial independence? Many people come to our advisory firm to help manage a complex financial...Read More
So you’ve managed your finances and saved for your future. Nice work! But now that you are looking ahead to retirement, you may like to find a...Read More
People decide to work with a financial advisor for many reasons. At Birchwood, we often acquire new clients because their finances have become too...Read More
I was at a conference learning about the ins and outs of Social Security when the presenter said with what seemed like glee, “And I just found out my...Read More
Thanks to our tax system, most people remember receiving their first paycheck and experiencing the shock that the amount is different than expected....Read More
Similar to Socially Responsible Investing (SRI) with stocks and bonds, buying an electric car can be considered a socially responsible investment...Read More
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