The Latest from Birchwood Financial Partners

7 Components of a Good Financial Plan

RACHEL INFANTE, CFP® CSRIC®

Apr 7, 2022 7:15:00 AM

While not always a popular topic in households, discussing finances plays an essential role in almost every decision we make. Readily planning for...

Start With These 6 College Search Websites

Damian Winther, CFP® CSRIC®

Feb 22, 2022 2:45:00 PM

If your children or grandchildren have reached ninth or tenth grade, you’re likely in the middle of the college search process. Let me tell you, this...

Build your own personal firewall against scams, fraud

Kimmie Moehring, CFP®

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...

How to Protect Yourself from Identity Theft in 6 Steps

RACHEL INFANTE, CFP® CSRIC®

Oct 30, 2019 5:27:20 PM

We live in a digital age that has exponentially enhanced our abilities to use technology for virtually everything. I was recently listening to a...

Investing 101: What is the Stock Market and How Does it Work?

Dana Brewer, CFP®

Jun 26, 2019 10:59:22 AM

When the media refers to “the Market” just what does that mean and why does it matter? For most of us with memories of stock market turmoil as well...

Estate Planning 101: Considerations on Planning for your Future and your Legacy

Kay Kramer

Jul 11, 2018 11:32:00 AM

When we first approach the topic of estate plans with clients, we know it can often be an uncomfortable discussion for many. We celebrate when...

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