Bridget Handke, CFP®, CAP®
Mar 14, 2024 8:50:20 AM

If you have lived for several decades, your personal finances have likely become more complex. You may have accumulated various retirement accounts...

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Kimmie Andrews, 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...

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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...

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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...

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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...

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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...

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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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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...

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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...

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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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