Damian Winther, CFP® CSRIC™
Jan 19, 2021 10:21:00 AM

Creating an estate plan that dictates the distribution of your assets is important so that your family will be financially taken care of if something...

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Dana Brewer, CFP®
Jan 12, 2021 9:44:57 AM

Talking about death is not easy, and many couples would prefer to avoid the conversation altogether. That's what makes the estate planning process...

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RACHEL INFANTE, CFP® CSRIC™
Dec 28, 2020 1:22:00 PM

On the list of things we never expect to have to talk about with our parents, finances often rank near the top. Finances can be a taboo subject in...

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Bridget Handke, CFP®, CAP®
Dec 21, 2020 1:08:00 PM

We’ve all heard the stories of lottery winners who find themselves penniless a decade after winning large sums of money. Whether they spend the...

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Kay Kramer, CFP®
Dec 16, 2020 3:13:15 PM

Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...

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Damian Winther, CFP® CSRIC™
Dec 9, 2020 3:09:13 PM

If you’re like most Americans, you may think that the day you retire is the day you turn on every retirement account you have contributed to...

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Dana Brewer, CFP®
Nov 25, 2020 11:00:00 AM

We're often asked to help our clients think through a strategy that fulfills their desire to fund causes they believe in and their desire to save on...

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Birchwood Financial Partners
Oct 7, 2020 11:53:54 AM

Retirement is already confusing enough without all the assumptions people make about it. The reality of retired life is that it’s different for...

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RACHEL INFANTE, CFP® CSRIC™
Oct 1, 2020 12:50:39 PM

You’ve done it! You’ve spent time crafting and designing your financial future. But now what? How do we track our progress and hold ourselves...

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RACHEL INFANTE, CFP® CSRIC™
Aug 11, 2020 11:00:00 AM

Women have faced many challenges over the years, including an undeniable wage gap. In 2020 women earn 81 cents for every dollar earned by men. This...

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