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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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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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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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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