As a Certified Financial Planner™ and father of four amazing children, I’m smack-dab in the middle of a very frustrating situation that I believe may...Read More
I thought I was ready. I thought I was ready to have my mother die. She was 95 and a half, after all, and had a really wonderful life. She had been...Read More
For most people, retirement can bring a sense of freedom to make big choices you otherwise couldn’t have made while working. However, some of the...Read More
It’s not always easy for a couple to walk a journey together for a long time. The elements that frequently draw two people toward one another at the...Read More
We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...Read More
Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking...Read More
Having a sole breadwinner in the home can lead to moments of discord in a marriage. While one spouse carries the financial burden, the other spouse...Read More
The role of women in households has seen dramatic changes in recent decades. Today, more women work full-time and play an active role in finances....Read More
If you’re an adult child with senior parents, you’ve probably experienced a reversal of past roles. Early in your life, your parent may have taught...Read More
It’s a wonderful thing to have enough wealth where you have the flexibility to share it with others. Many of our clients find themselves in the...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.