Creating an estate plan that dictates the distribution of your assets is important so that your family will be financially taken care of if something...Read More
Talking about death is not easy, and many couples would prefer to avoid the conversation altogether. That's what makes the estate planning process...Read More
Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...Read More
In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act with the goal of encouraging taxpayers to...Read More
As Boomers, helping our parents out in their elder years or remembering them wistfully, we start to realize that we are becoming the next oldest...Read More
At a neighborhood gathering this summer, as we watched the kids run around the streets getting sprayed by fire hydrants, our conversation slowly...Read More
Your retirement account(s) may be some of your largest assets so it is important to choose wisely. Upon death, your retirement account(s) likely...Read More
It’s not uncommon to want to leave a gift for your children and family members at your death. We find that clients who are in a position to share...Read More
There are many things we plan for as couples—like where we want to live, how many children we want to have, and when we want to retire. More often...Read More
Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.
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