Financial Insights Blog

  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...

Many children have a little ceramic piggy bank they joyfully drop spare change into if they are lucky to have some. Recently, my three-year-old niece...

It is hard to comprehend all the meanings and emotions tied to the two simple words “worth it.”  Worth comes in many different flavors–it may be...

“Life’s too short to only learn from your own mistakes. So learn from others.” Regardless of where this quote originated (it is most accredited to...

While not always a popular topic in households, discussing finances plays an essential role in almost every decision we make. Readily planning for...

What would you say if you could travel back in time and give your younger self some advice?  Would you tell yourself to slow down and enjoy each...

Those first months after COVID-19 hit the U.S., we all encountered a shared experience, yet we all experienced our reality differently. Some of us...

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