Jill Vilkama
Apr 20, 2021 10:27:13 AM

If you’re an adult child with senior parents, you’ve probably experienced a reversal of past roles. Early in your life, your parent may have taught...

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Damian Winther, CFP® CSRIC™
Mar 25, 2021 10:53:31 AM

It’s a wonderful thing to have enough wealth where you have the flexibility to share it with others. Many of our clients find themselves in the...

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RACHEL INFANTE, CFP® CSRIC™
Mar 16, 2021 9:53:21 AM

Life brings many changes and challenges – sometimes when we least expect it. Divorce can be an extremely emotional process, whether the decision...

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Bridget Handke, CFP®, CAP®
Mar 9, 2021 9:35:32 AM

You’ve completed your financial plan and are basking in the pride that such an accomplishment grants – and you should! Creating a plan is the first...

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Damian Winther, CFP® CSRIC™
Mar 3, 2021 8:47:00 AM

Each year comes bearing new challenges to address, obstacles to overcome, and opportunities to seize. Understanding your financial plan puts you in a...

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Birchwood Financial Partners
Feb 12, 2021 9:55:39 AM

With the holidays behind us and the new year officially off and rolling, we have entered the time of year when we must start prepping for another...

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Bridget Handke, CFP®, CAP®
Jan 27, 2021 11:07:00 AM

After all the planning, number-crunching, endless discussions, dreaming, and plotting, how often is retirement what people expect it to be? As...

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Damian Winther, CFP® CSRIC™
Nov 7, 2019 3:30:09 PM

Are you like the majority of Americans that seem to get easily discouraged and stressed when it comes to organizing your finances? If so, you are not...

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RACHEL INFANTE, CFP® CSRIC™
Oct 30, 2019 5:27:20 PM

We live in a digital age that has exponentially enhanced our abilities to use technology for virtually everything. I was recently listening to a...

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Bridget Handke, CFP®, CAP®
Oct 16, 2019 4:48:42 PM

Recently, I was speaking with my younger sister, who is juggling caring for two young boys, a full-time job and a husband who travels. She’s tired....

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