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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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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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...
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Recently, a client contacted me to help them better understand how charitable deductions work, and how a potential giver might be impacted if they...
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How can financial advisors help you visualize financial independence? Many people come to our advisory firm to help manage a complex financial...
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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...
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People decide to work with a financial advisor for many reasons. At Birchwood, we often acquire new clients because their finances have become too...
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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...
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Thanks to our tax system, most people remember receiving their first paycheck and experiencing the shock that the amount is different than expected....
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Similar to Socially Responsible Investing (SRI) with stocks and bonds, buying an electric car can be considered a socially responsible investment...
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