Birchwood's Financial and Investment Blog

Estate Planning Strategies to Take Care of Your Spouse

Estate Planning Strategies to Take Care of Your Spouse

By RACHEL INFANTE, CFP®

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 than not, we don’t plan appropriately for the inevitable. Death unfortunately is not an option. Wouldn’t it be better to know that your loved ones...

Avoid Creating Financially Dependent Adult Children: How to give money to your kids and feel good about it

Avoid Creating Financially Dependent Adult Children: How to give money to your kids and feel good about it

By Bridget Handke, CFP, CAP

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 sense of belonging and to learn responsibility. Another reason was I didn’t want them to see Mom and Dad always working while they loafed around...

The Nine Financial Things Everyone Should Know Before Becoming A Widow(er)

The Nine Financial Things Everyone Should Know Before Becoming A Widow(er)

By Bridget Handke, CFP, CAP

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 medical, I do the same. Even though I often try not to listen to her stories, her words have gotten through and I’ve learned an important lesson....

Talking To Your Young Children (and Grandchildren) about Money

Talking To Your Young Children (and Grandchildren) about Money

By Damian Winther, CFP

As a Financial Advisor, talking about money, finances and cash flow with clients is a normal every day occurrence. One of the most common questions I’ve been asked by clients has been “How can I talk to my children or grandchildren about money?” and “How can I teach my children about the value...

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