We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...Read More
Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking...Read More
As a Financial Advisor, one of the many roles I play is “professional nag.” The thought of working through (and paying for) a comprehensive estate...Read More
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
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.