Bridget Handke, CFP®, CAP®
Oct 16, 2019 5:48:42 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....

Read More
Dana Brewer, CFP®
Sep 25, 2019 5:59:36 PM

Teaching young children or grandchildren about charitable giving and the environment may instill values they will take through the rest of their...

Read More
RACHEL INFANTE, CFP®
Apr 24, 2019 1:37:55 PM

Infertility. It’s a word that becomes a reality for so many. According to the National Survey of Family Growth by the Centers for Disease Control and...

Read More
Damian Winther, CFP®
Mar 20, 2019 8:00:00 AM

It’s not uncommon to want to leave a gift for your children and family members at your death. We find that clients who are in a position to share...

Read More
RACHEL INFANTE, CFP®
Feb 21, 2019 11:40:39 AM

There are many things we plan for as couples—like where we want to live, how many children we want to have, and when we want to retire. More often...

Read More
Bridget Handke, CFP®, CAP®
Dec 13, 2018 4:34:25 PM

Something we’ve learned in our Financial Advisory firm is that a client’s retirement success in part depends on how financially savvy their kids are....

Read More
RACHEL INFANTE, CFP®
Dec 6, 2018 12:20:40 PM

Remember the first time you met your partner and had many in depth conversations about each other? What’s your favorite food? What’s your favorite...

Read More
Bridget Handke, CFP®, CAP®
Jun 27, 2018 11:28:00 AM

I was one of those moms who insisted her kids do chores. Not just 5 minutes worth but a number of regular daily chores. We did this to develop of a...

Read More
Bridget Handke, CFP®, CAP®
May 9, 2018 11:35:00 AM

Is college worth it? A few years after baby boomers finished college beginning in the 90s, the cost of education started rising higher than the costs...

Read More
Bridget Handke, CFP®, CAP®
Apr 4, 2018 11:40:00 AM

My sister in law is an Emergency Room nurse. Our conversations can be odd in that when I talk finance, she wants to cover her ears. When she talks...

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.