Financial Insights Blog

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...

People decide to work with a financial advisor for many reasons. At Birchwood, we often acquire new clients because their finances have become too...

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...

Thanks to our tax system, most people remember receiving their first paycheck and experiencing the shock that the amount is different than expected....

Similar to Socially Responsible Investing (SRI) with stocks and bonds, buying an electric car can be considered a socially responsible investment...

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...

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...

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...

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

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...