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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RACHEL INFANTE, CFP® CSRIC™
Oct 1, 2020 12:50:39 PM

You’ve done it! You’ve spent time crafting and designing your financial future. But now what? How do we track our progress and hold ourselves...

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Dana Brewer, CFP®
Jun 9, 2020 12:00:00 PM

Having money can give you choices. Money doesn’t promise you happiness nor does it shield you from loneliness, but the choice of how you live with...

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RACHEL INFANTE, CFP® CSRIC™
Nov 14, 2019 2:50:22 PM

Are you considering adoption? Many people explore adoption for a variety of reasons but don’t necessarily understand the financial implications that...

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Bridget Handke, CFP®, CAP®
Oct 16, 2019 4:48:42 PM

Recently, I was speaking with my younger sister, who is juggling caring for two young boys, a full-time job and a husband who travels. She’s tired....

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