Retirement is a significant life transition. It can bring about various changes, not only in your financial situation but also in your relationships...Read More
One of the many things that you may think about as you get closer to retirement (or perhaps you are already retired), is how your charitable giving...Read More
Retirement–the long-awaited time in our lives when we can finally relax, explore our passions, and enjoy the fruits of our labor.Read More
Flexibility and follow-through may sound like something you would hear from a golf instructor, but ironically, those two bits of advice can also...Read More
Many of our clients tell us they are considering downsizing in retirement. They may even be counting on selling their house and banking some of the...Read More
Signed into law on Friday, December 23, 2022, SECURE Act 2.0 is a sweeping legislation that includes a variety of small changes that may make saving...Read More
It is hard to believe that I retired fifteen months ago. After all the years of helping clients to make that transition and giving advice that I had...Read More
Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.
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