Dana Brewer, CFP®
Dec 22, 2023 9:00:00 AM

In 2017, congress passed the Tax Cuts and Jobs Act (TCJA), nearly doubling the standard deduction. This change to the tax filing system benefits most...

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Damian Winther, CFP® CSRIC®
Dec 15, 2023 4:00:00 PM

One of the many things that you may think about as you get closer to retirement (or perhaps you are already retired), is how your charitable giving...

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Bridget Handke, CFP®, CAP®
Nov 24, 2023 10:00:00 AM

Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...

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Bridget Handke, CFP®, CAP®
Mar 10, 2023 10:21:54 AM

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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Dana Brewer, CFP®
Nov 25, 2020 11:00:00 AM

We're often asked to help our clients think through a strategy that fulfills their desire to fund causes they believe in and their desire to save on...

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Birchwood Financial Partners
May 28, 2020 9:19:12 AM

Interest in sustainable, responsible impact investing (SRI), investment strategies aimed at enacting both social change and financial gain, has...

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Bridget Handke, CFP®, CAP®
Apr 1, 2020 4:06:12 PM

As Boomers, helping our parents out in their elder years or remembering them wistfully, we start to realize that we are becoming the next oldest...

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Birchwood Financial Partners
Nov 25, 2019 2:10:50 PM

Many people are looking for ways to keep their money close to home this holiday season while making an impact in their community. Fortunately, there...

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Bridget Handke, CFP®, CAP®
Aug 15, 2018 12:53:29 PM

They say it's better to give than to receive. When it comes to gifting money, you likely want to make sure your assets go to the people and causes...

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Bridget Handke, CFP®, CAP®
Jul 18, 2018 10:25:00 AM

I’ve never engaged in Millennial bashing because I can’t think of anything bash-worthy. I love Millennials! I have two daughters, both in their...

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