Birchwood's Financial and Investment Blog

By Dana Brewer, CFP

There are a number of reasons why someone begins searching for a Financial Advisor.  Maybe they want to start planning their path to retirement, they are overwhelmed with their retirement accounts from a previous and current employer, or they are considering what to do with a recent inheritance...

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,...

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...

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...

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...