Bridget Handke, CFP®, CAP®
Mar 14, 2024 8:50:20 AM

If you have lived for several decades, your personal finances have likely become more complex. You may have accumulated various retirement accounts...

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Bridget Handke, CFP®, CAP®
Feb 29, 2024 11:09:16 AM

Life is full of twists and turns, and we may find ourselves facing significant life changes that impact our financial well-being. These events often...

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Bridget Handke, CFP®, CAP®
Oct 19, 2023 4:32:19 PM

Retirement–the long-awaited time in our lives when we can finally relax, explore our passions, and enjoy the fruits of our labor.

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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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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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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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Bridget Handke, CFP®, CAP®
Mar 16, 2023 11:00:00 AM

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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Bridget Handke, CFP®, CAP®
Mar 10, 2023 10:21:54 AM

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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Bridget Handke, CFP®, CAP®
Dec 22, 2022 7:15:00 AM

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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