As measured by our clients and prospects, interest in sustainable investing continues to expand amid the concerns expressed by policymakers and the...Read More
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...Read More
Recently, a friend of mine reached out for moral support while going through a divorce. I had gone through a divorce of my own 15 years prior, and I...Read More
This article outlines some of the obligations and responsibilities of a personal representative who is working through administering a decedent’s...Read More
In the book Choose Joy, written by the Certified Retirement Coach and Life Coach, Babs Plunkett, she outlines three fundamental keys to investing...Read More
Socially Responsible Investing (SRI) or Environmental Social Governance (ESG) can be integrated into an investment strategy in many ways. Typically...Read More
Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.
All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.