Kimmie Moehring, CFP® CDFA®
Oct 13, 2023 8:09:00 AM

As I was sitting at my gate to board the plane, I looked around and thought about how each passenger has their very own unique reason for why they...

Read More
RACHEL INFANTE, CFP® CSRIC® CDFA®
Aug 31, 2023 4:14:38 PM

I recently sat down with Gordon Severson for an interview for KARE 11’s Your Money segment focused on “Your Money Good for the Environment and Your...

Read More
Bridget Handke, CFP®, CAP®
Jun 8, 2023 12:00:00 PM

As my mother is aging, I worry more about her becoming a victim of a scam. She wants to answer every phone call and listen to every pitch. But, so...

Read More
Steve Dixon, CFA® CSRIC®
Apr 20, 2023 4:22:15 PM

When Silicon Valley Bank (SVB) failed in March, it grabbed a lot of news headlines and social media attention. Now, as the crisis at that bank (and a...

Read More
Dana Brewer, CFP®
Mar 2, 2023 12:00:00 PM

As measured by our clients and prospects, interest in sustainable investing continues to expand amid the concerns expressed by policymakers and the...

Read More
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...

Read More
Birchwood Financial Partners
Dec 28, 2022 12:03:28 PM

Signed into law on Friday, December 23, 2022, SECURE Act 2.0 is a sweeping legislation that includes a variety of small changes that may make saving...

Read More
Bridget Handke, CFP®, CAP®
Dec 22, 2022 7:15:00 AM

How can financial advisors help you visualize financial independence? Many people come to our advisory firm to help manage a complex financial...

Read More
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...

Read More
Damian Winther, CFP® CSRIC®
Oct 27, 2022 1:15:00 PM

Many retirees can attest that healthcare costs during retirement are one of the most significant expenses within their family’s budget. Planning for...

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.