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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
Dana Brewer, CFP®
Feb 17, 2021 8:57:35 AM

Sustainable investment best practices have become a cornerstone of overall investment strategy for investors around the world. In recent years, these...

Read More
Birchwood Financial Partners
Feb 12, 2021 9:55:39 AM

With the holidays behind us and the new year officially off and rolling, we have entered the time of year when we must start prepping for another...

Read More
Bridget Handke, CFP®, CAP®
Jan 27, 2021 11:07:00 AM

After all the planning, number-crunching, endless discussions, dreaming, and plotting, how often is retirement what people expect it to be? As...

Read More
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...

Read More
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...

Read More

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.