Dana Brewer, CFP®
Nov 23, 2022 8:10:00 AM

Over the years, I have learned not to reinvent the wheel when possible. When I began writing about the topic of couple’s money conversations, it was...

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Damian Winther, CFP® CSRIC®
Sep 29, 2022 10:15:00 AM

Does an unexpected car or home repair blow your monthly budget? Do you feel like you’re never able to save enough for a vacation? Do you worry about...

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RACHEL INFANTE, CFP® CSRIC®
Apr 7, 2022 7:15:00 AM

While not always a popular topic in households, discussing finances plays an essential role in almost every decision we make. Readily planning for...

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Dana Brewer, CFP®
Mar 17, 2022 7:15:00 AM

What would you say if you could travel back in time and give your younger self some advice?  Would you tell yourself to slow down and enjoy each...

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Damian Winther, CFP® CSRIC®
Dec 21, 2021 12:15:00 PM

As a Certified Financial Planner™ and father of four amazing children, I’m smack-dab in the middle of a very frustrating situation that I believe may...

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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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Damian Winther, CFP® CSRIC®
Sep 23, 2021 12:45:00 PM

How often have you had to shell out cash for unforeseen dental work, plumbing issues, storm damage, vehicle repairs, travel costs, school supplies,...

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Dana Brewer, CFP®
Aug 31, 2021 10:18:00 AM

It’s not always easy for a couple to walk a journey together for a long time. The elements that frequently draw two people toward one another at the...

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Damian Winther, CFP® CSRIC®
Jun 30, 2021 2:30:00 PM

We are officially halfway through 2021, and wow, what a year it’s been. If you’re like many of our clients, you may have taken this midway point as a...

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Birchwood Financial Partners
Oct 7, 2020 11:53:54 AM

Retirement is already confusing enough without all the assumptions people make about it. The reality of retired life is that it’s different for...

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