Dana Brewer, CFP®
Aug 31, 2021 10:18:00 AM

It’s not always easy for a couple to walk a journey together for a long time. The elements that frequently draw two people toward one another at the...

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Kay Kramer, CFP®
Jun 10, 2021 8:04:35 AM

Follow Birchwood’s co-founder Kay Kramer as she journals her experience transitioning into retirement.

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RACHEL INFANTE, CFP® CSRIC™
May 25, 2021 11:21:53 AM

Having a sole breadwinner in the home can lead to moments of discord in a marriage. While one spouse carries the financial burden, the other spouse...

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RACHEL INFANTE, CFP® CSRIC™
May 5, 2021 5:01:14 PM

The role of women in households has seen dramatic changes in recent decades. Today, more women work full-time and play an active role in finances....

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Damian Winther, CFP® CSRIC™
Apr 28, 2021 8:45:00 AM

As a Financial Advisor, one of the many roles I play is “professional nag.” The thought of working through (and paying for) a comprehensive estate...

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Jill Vilkama
Apr 20, 2021 10:27:13 AM

If you’re an adult child with senior parents, you’ve probably experienced a reversal of past roles. Early in your life, your parent may have taught...

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Damian Winther, CFP® CSRIC™
Mar 25, 2021 10:53:31 AM

It’s a wonderful thing to have enough wealth where you have the flexibility to share it with others. Many of our clients find themselves in the...

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RACHEL INFANTE, CFP® CSRIC™
Mar 16, 2021 9:53:21 AM

Life brings many changes and challenges – sometimes when we least expect it. Divorce can be an extremely emotional process, whether the decision...

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Bridget Handke, CFP®, CAP®
Mar 9, 2021 9:35:32 AM

You’ve completed your financial plan and are basking in the pride that such an accomplishment grants – and you should! Creating a plan is the first...

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Damian Winther, CFP® CSRIC™
Mar 3, 2021 8:47:00 AM

Each year comes bearing new challenges to address, obstacles to overcome, and opportunities to seize. Understanding your financial plan puts you in a...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.