Dana Brewer, CFP®
Jun 23, 2022 1:15:00 PM

It is hard to comprehend all the meanings and emotions tied to the two simple words “worth it.”  Worth comes in many different flavors–it may be...

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Kimmie Moehring, CFP®
May 26, 2022 9:00:00 AM

“Life’s too short to only learn from your own mistakes. So learn from others.” Regardless of where this quote originated (it is most accredited to...

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RACHEL INFANTE, CFP® CSRIC™
Apr 7, 2022 7:15:00 AM

While not always a popular topic in households, discussing finances plays an essential role in almost every decision we make. Readily planning for...

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Dana Brewer, CFP®
Mar 17, 2022 7:15:00 AM

What would you say if you could travel back in time and give your younger self some advice?  Would you tell yourself to slow down and enjoy each...

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Bridget Handke, CFP®, CAP®
Mar 10, 2022 7:15:00 AM

Those first months after COVID-19 hit the U.S., we all encountered a shared experience, yet we all experienced our reality differently. Some of us...

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Birchwood Financial Partners
Feb 1, 2022 10:00:00 AM

This article has been updated to reflect 2022 deadlines and filing protocols. With the holidays behind us and the new year officially off and...

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Birchwood Financial Partners
Jan 13, 2022 11:33:00 AM

Over the years many of Birchwood’s clients have explored switching up their primary residence to states with warmer weather and lower state income...

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Dana Brewer, CFP®
Nov 30, 2021 9:03:00 AM

Fall is typically a time for financial planning conferences, and this year I attended a couple of them. The closing speaker at Financial Planning...

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Bridget Handke, CFP®, CAP®
Nov 4, 2021 7:15:00 AM

At some point during the pandemic, I needed to step away from listening to the news and focus my brain on something complex, interesting and...

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Damian Winther, CFP® CSRIC™
Oct 14, 2021 2:55:40 PM

College tuition costs continue to rise at an alarmingly steep pace, and many families are blown away by the sticker shock associated with a four-year...

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