Dana Brewer, CFP®
Feb 15, 2024 10:26:00 AM

Retirement is a significant life transition. It can bring about various changes, not only in your financial situation but also in your relationships...

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Damian Winther, CFP® CSRIC®
Dec 15, 2023 4:00:00 PM

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...

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Dana Brewer, CFP®
Oct 26, 2023 1:30:00 PM

Each generation’s approach to retirement tends to be somewhat different from those of the previous generations.

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Bridget Handke, CFP®, CAP®
Oct 19, 2023 4:32:19 PM

Retirement–the long-awaited time in our lives when we can finally relax, explore our passions, and enjoy the fruits of our labor.

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Birchwood Financial Partners
Jul 13, 2023 4:28:57 PM

Many people can envision their retirement, spending time with family and friends, pursuing hobbies or travel, and generally taking it easy.

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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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Bridget Handke, CFP®, CAP®
Nov 15, 2022 7:00:00 AM

I recently spent time with my mom, who lives in another state. She had been in the hospital earlier this year. It was wonderful to see her doing...

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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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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.