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...

Read More
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...

Read More
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...

Read More
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...

Read More
Damian Winther, CFP® CSRIC™
Sep 23, 2021 12:45:00 PM

How often have you had to shell out cash for unforeseen dental work, plumbing issues, storm damage, vehicle repairs, travel costs, school supplies,...

Read More
Kay Kramer, CFP®
Jun 10, 2021 8:04:35 AM

Follow Birchwood’s co-founder Kay Kramer as she journals her experience transitioning into retirement.

Read More
Jill Vilkama
Apr 20, 2021 10:27:13 AM

If you’re an adult child with senior parents, you’ve probably experienced a reversal of past roles. Early in your life, your parent may have taught...

Read More
RACHEL INFANTE, CFP® CSRIC™
Mar 16, 2021 9:53:21 AM

Life brings many changes and challenges – sometimes when we least expect it. Divorce can be an extremely emotional process, whether the decision...

Read More
Bridget Handke, CFP®, CAP®
Jan 27, 2021 11:07:00 AM

After all the planning, number-crunching, endless discussions, dreaming, and plotting, how often is retirement what people expect it to be? As...

Read More
Kay Kramer, CFP®
Dec 16, 2020 3:13:15 PM

Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...

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.