Birchwood Financial Partners
Jan 12, 2023 7:45:00 AM

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

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Birchwood Financial Partners
Dec 28, 2022 12:03:28 PM

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...

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Bridget Handke, CFP®, CAP®
Dec 22, 2022 7:15:00 AM

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

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Damian Winther, CFP® CSRIC®
Dec 1, 2022 7:15:00 AM

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...

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Kimmie Moehring, CFP®
Oct 20, 2022 3:18:18 PM

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

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Damian Winther, CFP® CSRIC®
Oct 6, 2022 7:45:00 AM

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

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Damian Winther, CFP® CSRIC®
Sep 29, 2022 10:15:00 AM

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...

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Bridget Handke, CFP®, CAP®
Sep 22, 2022 9:07:00 AM

  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...

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Dana Brewer, CFP®
Sep 1, 2022 1:15:00 PM

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...

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Bridget Handke, CFP®, CAP®
Aug 25, 2022 2:36:36 PM

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

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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.