Kimmie Moehring, CFP® CDFA®
Aug 10, 2023 4:15:00 PM

A family vacation sounds great, right? Until someone has to make a decision that affects everyone on the trip.

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Birchwood Financial Partners
Jul 13, 2023 4:28:57 PM

Many people can envision their retirement, spending time with family and friends, pursuing hobbies or travel, and generally taking it easy.

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Kimmie Moehring, CFP® CDFA®
Feb 16, 2023 11:40:00 AM

Life can come at you pretty quickly, and before you know it, you have a growing family (or desire to). Consider taking a pause and evaluating how...

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Kimmie Moehring, CFP® CDFA®
Oct 20, 2022 3:18:18 PM

The White House estimates that more than 40 million people are eligible for the student debt relief that President Biden announced in August. That...

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Kimmie Moehring, CFP® CDFA®
Aug 18, 2022 1:30:00 PM

Many children have a little ceramic piggy bank they joyfully drop spare change into if they are lucky to have some. Recently, my three-year-old niece...

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Kimmie Moehring, CFP® CDFA®
May 26, 2022 9:00:00 AM

“Life’s too short to only learn from your own mistakes. So learn from others.” Regardless of where this quote originated (it is most accredited to...

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Kimmie Moehring, CFP® CDFA®
Oct 21, 2021 7:00:00 AM

Over the last several months, I’ve had many conversations with clients and in social settings on the pros and cons of selling a home in today’s...

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Kimmie Moehring, CFP® CDFA®
Sep 14, 2021 7:45:00 AM

I've recently come across two examples of financial fraud that show just how sophisticated a scam can be, or if lacking sophistication, how fast a...

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