Dana Brewer, CFP®
May 11, 2023 1:20:41 PM

Flexibility and follow-through may sound like something you would hear from a golf instructor, but ironically, those two bits of advice can also...

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Bridget Handke, CFP®, CAP®
Apr 13, 2023 11:30:00 AM

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...

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Birchwood Financial Partners
Dec 28, 2022 12:03:28 PM

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...

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Kay Kramer
Oct 13, 2022 7:45:00 AM

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...

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RACHEL INFANTE, CFP® CSRIC®
Aug 11, 2022 11:30:00 AM

Life after retirement is both an exciting and challenging time. You’ve likely spent the last several decades surrounding yourself with structure,...

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Bridget Handke, CFP®, CAP®
Jul 13, 2022 1:30:00 PM

I was at a conference learning about the ins and outs of Social Security when the presenter said with what seemed like glee, “And I just found out my...

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Dana Brewer, CFP®
Mar 24, 2022 7:15:00 AM

In the book Choose Joy, written by the Certified Retirement Coach and Life Coach, Babs Plunkett, she outlines three fundamental keys to investing...

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Bridget Handke, CFP®, CAP®
Dec 9, 2021 11:45:00 AM

As a financial advisor for nearly 20 years, it’s been gratifying to help people strategize, plan for, and pull the trigger on retirement. For some...

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Bridget Handke, CFP®, CAP®
Oct 6, 2021 1:35:00 PM

As a financial advisor, I’ve witnessed clients dealing with end-of-life with their parents. Sometimes it goes smoothly and other times not. If a...

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RACHEL INFANTE, CFP® CSRIC®
Sep 29, 2021 12:24:29 PM

For most people, retirement can bring a sense of freedom to make big choices you otherwise couldn’t have made while working. However, some of the...

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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.