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...

Read More
RACHEL INFANTE, CFP® CSRIC™
Apr 7, 2022 7:15:00 AM

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

Read More
Birchwood Financial Partners
Feb 1, 2022 10:00:00 AM

This article has been updated to reflect 2022 deadlines and filing protocols. With the holidays behind us and the new year officially off and...

Read More
RACHEL INFANTE, CFP® CSRIC™
Sep 29, 2021 12:24:29 PM

For most people, retirement can bring a sense of freedom to make big choices you otherwise couldn’t have made while working. However, some of the...

Read More
RACHEL INFANTE, CFP® CSRIC™
May 5, 2021 5:01:14 PM

The role of women in households has seen dramatic changes in recent decades. Today, more women work full-time and play an active role in finances....

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More

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.