Bridget Handke, CFP®, CAP®
Aug 25, 2022 2:36:36 PM

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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Bridget Handke, CFP®, CAP®
Jul 13, 2022 1:30:00 PM

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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Bridget Handke, CFP®, CAP®
Jun 16, 2022 12:45:00 PM

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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Bridget Handke, CFP®, CAP®
Apr 21, 2022 3:22:00 PM

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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Bridget Handke, CFP®, CAP®
Mar 10, 2022 7:15:00 AM

Those first months after COVID-19 hit the U.S., we all encountered a shared experience, yet we all experienced our reality differently. Some of us...

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Bridget Handke, CFP®, CAP®
Nov 4, 2021 7:15:00 AM

At some point during the pandemic, I needed to step away from listening to the news and focus my brain on something complex, interesting and...

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Bridget Handke, CFP®, CAP®
Oct 6, 2021 1:35:00 PM

As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...

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Bridget Handke, CFP®, CAP®
Aug 24, 2021 9:14:00 AM

My husband and I worked remotely from southern California last year. We’d always talked about wintering somewhere warm during retirement, and we had...

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Bridget Handke, CFP®, CAP®
Aug 17, 2021 12:45:00 PM

We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...

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Bridget Handke, CFP®, CAP®
Mar 9, 2021 9:35:32 AM

You’ve completed your financial plan and are basking in the pride that such an accomplishment grants – and you should! Creating a plan is the first...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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.