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...

Personal Finance Basics: Managing Your Money with a Financial “Trainer”

Personal Finance Basics: Managing Your Money with a Financial “Trainer”

By Dana Brewer, CFP

I have been using the same fitness trainer since 2001. I don’t say this to boast about my fitness but to explain why after 18 years I still need a trainer. After all those years, I feel I should be able to put together a great workout plan, execute proper technique, and listen to my body to...

Financial Planning for Widows: Managing Money after Losing a Spouse

Financial Planning for Widows: Managing Money after Losing a Spouse

By Bridget Handke, CFP, CAP

The death of a spouse can be one of the most challenging things a person can endure. The emotional impact, changes to your family structure, and loss of your closest companion can all take a toll. Financial issues shouldn't add to the emotional hardship. Yet, too often widows and widowers may...

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