Bridget Handke, CFP®, CAP®
Nov 16, 2023 12:49:06 PM

Let’s talk about gifts–not just those wrapped in fancy bows but the ones involving stocks, property, and even art. Delving into the world of...

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Dana Brewer, CFP®
Oct 26, 2023 1:30:00 PM

Each generation’s approach to retirement tends to be somewhat different from those of the previous generations.

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Kimmie Moehring, CFP®
Aug 10, 2023 4:15:00 PM

A family vacation sounds great, right? Until someone has to make a decision that affects everyone on the trip.

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Birchwood Financial Partners
Jul 13, 2023 4:28:57 PM

Many people can envision their retirement, spending time with family and friends, pursuing hobbies or travel, and generally taking it easy.

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Kimmie Moehring, CFP®
Jun 16, 2023 3:57:33 PM

As labor and vehicle part shortages have declined, the automobile inventory has bounced back; you might be ready for a new set of wheels!

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Dana Brewer, CFP®
May 11, 2023 1:20:41 PM

Flexibility and follow-through may sound like something you would hear from a golf instructor, but ironically, those two bits of advice can also...

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Steve Dixon, CFA® CSRIC®
Apr 20, 2023 4:22:15 PM

When Silicon Valley Bank (SVB) failed in March, it grabbed a lot of news headlines and social media attention. Now, as the crisis at that bank (and a...

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Bridget Handke, CFP®, CAP®
Mar 16, 2023 11:00:00 AM

Business Insider defines a recession as a period of contraction in a country's economy, signaled by a reduction in Gross Domestic Product (GDP) and...

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Kimmie Moehring, CFP®
Feb 16, 2023 11:40:00 AM

Life can come at you pretty quickly, and before you know it, you have a growing family (or desire to). Consider taking a pause and evaluating how...

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Dana Brewer, CFP®
Feb 9, 2023 12:09:30 PM

People are living longer, needing more health care and long-term care, spending more, and saving less.

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