Bridget Handke, CFP®, CAP®
Feb 29, 2024 11:09:16 AM

Life is full of twists and turns, and we may find ourselves facing significant life changes that impact our financial well-being. These events often...

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Birchwood Financial Partners
Jan 23, 2024 1:26:00 PM

This article has been updated to reflect 2024 deadlines and filing protocols. With the holidays behind us and the new year officially off and...

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Dana Brewer, CFP®
Dec 22, 2023 9:00:00 AM

In 2017, congress passed the Tax Cuts and Jobs Act (TCJA), nearly doubling the standard deduction. This change to the tax filing system benefits most...

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Bridget Handke, CFP®, CAP®
Nov 24, 2023 10:00:00 AM

Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...

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Bridget Handke, CFP®, CAP®
Nov 16, 2023 12:49:06 PM

Let’s talk about gifts–not just those wrapped in fancy bows but the ones involving stocks, property, and even art. Delving into the world of...

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Bridget Handke, CFP®, CAP®
Oct 19, 2023 4:32:19 PM

Retirement–the long-awaited time in our lives when we can finally relax, explore our passions, and enjoy the fruits of our labor.

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Bridget Handke, CFP®, CAP®
Feb 23, 2023 12:00:00 PM

Congress passed SECURE Act 2.0 in December of 2022. There are over 100 provisions of the act, and it affects people from all walks of life. This...

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Damian Winther, CFP® CSRIC®
Dec 1, 2022 7:15:00 AM

With year-end quickly approaching, we encourage our clients to take advantage of key financial planning moves to stay on track. Whether you are a...

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Bridget Handke, CFP®, CAP®
Sep 22, 2022 9:07:00 AM

So you’ve managed your finances and saved for your future. Nice work! But now that you are looking ahead to retirement, you may like to find a...

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Bridget Handke, CFP®, CAP®
Jun 16, 2022 12:45:00 PM

Thanks to our tax system, most people remember receiving their first paycheck and experiencing the shock that the amount is different than expected....

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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