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