My husband and I worked remotely from southern California last year. We’d always talked about wintering somewhere warm during retirement, and we had...
Read MoreWe 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...
Read MoreYou’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...
Read MoreAfter all the planning, number-crunching, endless discussions, dreaming, and plotting, how often is retirement what people expect it to be? As...
Read MoreWe’ve all heard the stories of lottery winners who find themselves penniless a decade after winning large sums of money. Whether they spend the...
Read MoreInvestment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.
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