Birchwood Financial Partners
Jan 13, 2022 11:33:00 AM

Over the years many of Birchwood’s clients have explored switching up their primary residence to states with warmer weather and lower state income...

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Dana Brewer, CFP®
Nov 30, 2021 9:03:00 AM

Fall is typically a time for financial planning conferences, and this year I attended a couple of them. The closing speaker at Financial Planning...

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Bridget Handke, CFP®, CAP®
Nov 4, 2021 7:15:00 AM

At some point during the pandemic, I needed to step away from listening to the news and focus my brain on something complex, interesting and...

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Damian Winther, CFP® CSRIC™
Oct 14, 2021 2:55:40 PM

College tuition costs continue to rise at an alarmingly steep pace, and many families are blown away by the sticker shock associated with a four-year...

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Bridget Handke, CFP®, CAP®
Oct 6, 2021 1:35:00 PM

As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...

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Damian Winther, CFP® CSRIC™
Sep 23, 2021 12:45:00 PM

How often have you had to shell out cash for unforeseen dental work, plumbing issues, storm damage, vehicle repairs, travel costs, school supplies,...

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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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Bridget Handke, CFP®, CAP®
Aug 24, 2021 9:14:00 AM

My husband and I worked remotely from southern California last year. We’d always talked about wintering somewhere warm during retirement, and we had...

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

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