Birchwood's Financial and Investment Blog

Strategic Philanthropy: Use These Strategies for Tax Benefits

Strategic Philanthropy: Use These Strategies for Tax Benefits

By Bridget Handke, CFP®, CAP®

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 strategies to maximize the tax benefits of your major donations.  The 2018 Tax Cuts and Jobs Act dramatically changed the standard deduction and...

Keep Giving: Planning Your Charitable Contributions in Retirement

Keep Giving: Planning Your Charitable Contributions in Retirement

By Kay Kramer, CFP®

One of the many things that you may think about as you near a transition to retirement or are retired, is how your charitable giving may change. Below are a few common questions or scenarios we see as financial planners: Your charitable giving may change focus from money to more time You...

Gifting Money: How to Create a Tax Savvy Plan for Larger Sums

Gifting Money: How to Create a Tax Savvy Plan for Larger Sums

By Bridget Handke, CFP®, CAP®

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 you love, not Uncle Sam. Whether you're estate planning or just looking to spread some goodwill, here are some strategies for creating a tax-savvy...

Invest Like a Woman: 6 Ways Women Can Wield Their Financial Power

Invest Like a Woman: 6 Ways Women Can Wield Their Financial Power

By Bridget Handke, CFP®, CAP®

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 twenties. They don’t do things the way I did at their age but that doesn’t matter because I appreciate their different point of views and passions. For...

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