This article has been updated to reflect 2023 deadlines and filing protocols. With the holidays behind us and the new year officially off and...
Read More
Thanks to our tax system, most people remember receiving their first paycheck and experiencing the shock that the amount is different than expected....
Read More
Over the years many of Birchwood’s clients have explored switching up their primary residence to states with warmer weather and lower state income...
Read More
Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...
Read More
Love is in the air! You’ve met your soulmate and are starting to think about that next step toward your future together, which may or may not include...
Read MoreInvestment 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.