---
title: The Latest from Birchwood Financial Partners | Investment Management (2)
description: Investment Management | (2)
---
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# Financial Insights Blog
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[ ](https://blog.birchwoodfp.com/mapping-the-road-to-financial-independence)
## [Mapping the Road to Financial Independence](https://blog.birchwoodfp.com/mapping-the-road-to-financial-independence)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/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](https://blog.birchwoodfp.com/mapping-the-road-to-financial-independence)
[ ](https://blog.birchwoodfp.com/year-end-financial-checklist-to-stay-on-track)
## [Year-End Financial Planning Checklist and Moves to Stay on Track](https://blog.birchwoodfp.com/year-end-financial-checklist-to-stay-on-track)
[Damian Winther, CFP® CSRIC®](https://blog.birchwoodfp.com/author/damian-winther-cfp)
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](https://blog.birchwoodfp.com/year-end-financial-checklist-to-stay-on-track)
[ ](https://blog.birchwoodfp.com/manage-health-savings-account)
## [Manage Your Health Savings Account Like a Boss](https://blog.birchwoodfp.com/manage-health-savings-account)
[Damian Winther, CFP® CSRIC®](https://blog.birchwoodfp.com/author/damian-winther-cfp)
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](https://blog.birchwoodfp.com/manage-health-savings-account)
[ ](https://blog.birchwoodfp.com/july-market-insight-2022)
## [Bear Crossing, the Counterintuitive Road Ahead [Market Insight]](https://blog.birchwoodfp.com/july-market-insight-2022)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
Jul 1, 2022 10:11:36 AM
Market Insight - July 2022 While I do live in an outer ring suburb of Minneapolis, I was surprised to hear that a local police officer had spotted a...
[Read More](https://blog.birchwoodfp.com/july-market-insight-2022)
[ ](https://blog.birchwoodfp.com/is-wealth-managment-worth-it)
## [How and When is Wealth Management Worth It?](https://blog.birchwoodfp.com/is-wealth-managment-worth-it)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Jun 23, 2022 1:15:00 PM
It is hard to comprehend all the meanings and emotions tied to the two simple words “worth it.” Worth comes in many different flavors–it may be...
[Read More](https://blog.birchwoodfp.com/is-wealth-managment-worth-it)
[ ](https://blog.birchwoodfp.com/taxes-on-investments)
## [Taxes on Investments: What Do You Pay?](https://blog.birchwoodfp.com/taxes-on-investments)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/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....
[Read More](https://blog.birchwoodfp.com/taxes-on-investments)
[ ](https://blog.birchwoodfp.com/bear-market-roth-conversion)
## [A Bear Market May Be a Good Time for a Roth Conversion](https://blog.birchwoodfp.com/bear-market-roth-conversion)
[Damian Winther, CFP® CSRIC®](https://blog.birchwoodfp.com/author/damian-winther-cfp)
Jun 9, 2022 7:15:00 AM
A Bear Market is defined as a 20% drop in market value from the peak. The S&P 500 has hovered around this threshold for several days and weeks. For...
[Read More](https://blog.birchwoodfp.com/bear-market-roth-conversion)
[ ](https://blog.birchwoodfp.com/investing-during-inflation-strategies)
## [Strategies for Investing During Inflationary Environments](https://blog.birchwoodfp.com/investing-during-inflation-strategies)
[Damian Winther, CFP® CSRIC®](https://blog.birchwoodfp.com/author/damian-winther-cfp)
Jun 2, 2022 7:30:00 AM
In the news and at the grocery store, you can’t help but notice how inflation has been off the charts during 2022. According to the U.S. Bureau of...
[Read More](https://blog.birchwoodfp.com/investing-during-inflation-strategies)
[ ](https://blog.birchwoodfp.com/high-inflation-weak-economic-growth)
## [The Rock of High Inflation and the Hard Place of Weak Economic Growth [Market Insight]](https://blog.birchwoodfp.com/high-inflation-weak-economic-growth)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
Mar 30, 2022 3:30:25 PM
Market Insight - March 2022 At least in some respects, it hasn’t been a very happy new year thus far. A new variant of COVID-19 blazed through the...
[Read More](https://blog.birchwoodfp.com/high-inflation-weak-economic-growth)
[ ](https://blog.birchwoodfp.com/build-a-better-financial-future)
## [Ideas for Building a Better Financial Future](https://blog.birchwoodfp.com/build-a-better-financial-future)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Mar 17, 2022 7:15:00 AM
What would you say if you could travel back in time and give your younger self some advice? Would you tell yourself to slow down and enjoy each...
[Read More](https://blog.birchwoodfp.com/build-a-better-financial-future)
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*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.*
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All written content on this site is for information purposes only. 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 prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, NC, NY, TX, WI or where otherwise legally permitted. 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.
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