Financial Insights Blog

This article has been updated to reflect 2023 deadlines and filing protocols. With the holidays behind us and the new year officially off and...

Signed into law on Friday, December 23, 2022, SECURE Act 2.0 is a sweeping legislation that includes a variety of small changes that may make saving...

How can financial advisors help you visualize financial independence? Many people come to our advisory firm to help manage a complex financial...

With year-end quickly approaching, we encourage our clients to take advantage of key financial planning moves to stay on track. Whether you are a...

The White House estimates that more than 40 million people are eligible for the student debt relief that President Biden announced in August. That...

The United States housing market has been going gangbusters for the last several years as homeowners have seen the price of their property increase...

Does an unexpected car or home repair blow your monthly budget? Do you feel like you’re never able to save enough for a vacation? Do you worry about...

  So you’ve managed your finances and saved for your future. Nice work! But now that you are looking ahead to retirement, you may like to find a...

Recently, a friend of mine reached out for moral support while going through a divorce. I had gone through a divorce of my own 15 years prior, and I...

People decide to work with a financial advisor for many reasons. At Birchwood, we often acquire new clients because their finances have become too...