Proactive Financial Planning is About Choices

Dana Brewer, CFP®
Jun 9, 2020 1:00:00 PM

Having money can give you choices. Money doesn’t promise you happiness nor does it shield you from loneliness, but the choice of how you live with...

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Ask Birchwood: Reasons to Be Optimistic About U.S. Economic Recovery from COVID-19

Birchwood Financial Partners
Jun 4, 2020 1:00:00 PM

The coronavirus pandemic has created uncertainty in the economy, rocked the stock market, led to historic unemployment, and brought about a tragic...

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Investing in a World Without Certainty [Market Insight]

Steve Dixon, CFA
May 4, 2020 2:16:15 PM

Market Insight - May 2020 My theology professor at St. Thomas, when asked, “Why do bad things happen to good people?” replied, “So that we are able...

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Overcoming Financial Planning Fears During a Recession

Birchwood Financial Partners
Apr 22, 2020 5:36:37 PM

The economic ramifications of the COVID-19 coronavirus crisis are being felt around the world – and possibly within your own financial situation....

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Lessons Learned Through the Coronavirus Crisis

Birchwood Financial Partners
Apr 15, 2020 2:00:00 PM

Fear and uncertainty abound in our coronavirus-tinted world. The stock market is in turmoil, businesses are shrinking and unemployment is exploding....

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Are Finances on Your Self-Care Checklist?

Bridget Handke, CFP®, CAP®
Feb 18, 2020 9:15:00 AM

When I mentioned to my friend Kathy that my next blog assignment was on financial self-care, she became very animated and explained how her financial...

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Avoid the Lifestyle Creep: Social Media and the Impact on our Personal Financial Goals

Damian Winther, CFP®
Jan 30, 2020 5:58:37 PM

Social media outlets can have the tendency to cause us to create what can be unreasonable comparisons between ourselves and our lifestyle and those...

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High Net Worth Financial Planning: When Do I Need It?

Bridget Handke, CFP®, CAP®
Dec 5, 2019 1:40:27 PM

Congratulations! You have done a great job managing your finances and saving for your future! Now that you are looking at retirement down the road,...

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Why is Adoption So Expensive? How You Can Plan Ahead Financially.

RACHEL INFANTE, CFP®
Nov 14, 2019 3:50:22 PM

Are you considering adoption? Many people explore adoption for a variety of reasons but don’t necessarily understand the financial implications that...

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Where’s the Easy Button for Organizing My Finances?

Damian Winther, CFP®
Nov 7, 2019 4:30:09 PM

Are you like the majority of Americans that seem to get easily discouraged and stressed when it comes to organizing your finances? If so, you are not...

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