This article has been updated to reflect 2023 deadlines and filing protocols. With the holidays behind us and the new year officially off and...Read More
Signed into law on Friday, December 23, 2022, SECURE Act 2.0 is a sweeping legislation that includes a variety of small changes that may make saving...Read More
With year-end quickly approaching, we encourage our clients to take advantage of key financial planning moves to stay on track. Whether you are a...Read More
The United States housing market has been going gangbusters for the last several years as homeowners have seen the price of their property increase...Read More
Does an unexpected car or home repair blow your monthly budget? Do you feel like you’re never able to save enough for a vacation? Do you worry about...Read More
So you’ve managed your finances and saved for your future. Nice work! But now that you are looking ahead to retirement, you may like to find a...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
People decide to work with a financial advisor for many reasons. At Birchwood, we often acquire new clients because their finances have become too...Read More
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