Birchwood's Financial and Investment Blog

Bill Paying Chaotic? The Surprisingly Simple Way Financial Advisors Pay Bills

Bill Paying Chaotic? The Surprisingly Simple Way Financial Advisors Pay Bills

By Bridget Handke, CFP, CAP

We see it time and again. Some of our brightest, most affluent clients struggle with paying bills. It’s not that they don’t have enough money. It’s that they don’t have a workable system and sometimes miss a payment or have to dip into savings for a big bill. At Birchwood Financial Partners,...

Bucket Budgeting: Creating a Cash Flow Management System That Works for You

Bucket Budgeting: Creating a Cash Flow Management System That Works for You

By Damian Winther, CFP

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 if you’re going to have enough for retirement but you don’t even know what you have? If the answer is yes to any of these questions, you could...

Answers to Common Financial Questions People Avoid Asking

Answers to Common Financial Questions People Avoid Asking

By Damian Winther, CFP

Over the past few weeks, several of the Birchwood team members have been polling their peers, family members, neighbors and even clients, in hopes of identifying some of the most common financial questions people are afraid to ask. We have compiled a list of these questions and will be answering...

Should You Pay Off Your Mortgage Early?

Should You Pay Off Your Mortgage Early?

By Bridget Handke, CFP, CAP

We are often asked if paying off your mortgage early is a good strategy and our answer varies depending on each of our client’s unique circumstances. Factors include: tax impact if you need to take the payoff money from a retirement account, interest rates on your current mortgage and certainly...

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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.