Dana Brewer, CFP®
Jun 19, 2019 2:47:30 PM

Your retirement account(s) may be some  of your largest assets so it is important to choose wisely. Upon death, your retirement account(s) likely...

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Bridget Handke, CFP®, CAP®
Jun 5, 2019 6:26:20 PM

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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RACHEL INFANTE, CFP®
May 29, 2019 10:28:37 AM

Retirement can be an exciting phase to plan for, but the age in which you retire may have a significant impact on your cash flow boiling down to one...

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Damian Winther, CFP®
May 1, 2019 12:17:32 PM

If you are like most of the United States population, chances are you’ve held several jobs over the years, which may have resulted in multiple...

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Dana Brewer, CFP®
Mar 13, 2019 10:49:58 AM

While money can often be a stressor in our lives, women often report higher stress levels than men. We all have plenty to stress about from our jobs,...

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Damian Winther, CFP®
Jan 30, 2019 10:32:37 AM

Many of us are looking for ways to maximize our long-term wealth. For most of us, this means setting aside 15 to 25 percent of our annual income. The...

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Kay Kramer, CFP®
Jan 23, 2019 10:38:06 AM

One of the many things that you may think about as you near a transition to retirement or are retired, is how your charitable giving may change....

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Bridget Handke, CFP®, CAP®
Dec 13, 2018 4:34:25 PM

Something we’ve learned in our Financial Advisory firm is that a client’s retirement success in part depends on how financially savvy their kids are....

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Damian Winther, CFP®
Oct 31, 2018 11:49:50 AM

You’ve saved your whole career, your kids are launched, and perhaps your mortgage is paid off. Now you’re starting to feel like it’s time to begin...

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Damian Winther, CFP®
Oct 17, 2018 11:17:26 AM

The decision regarding when to begin collecting Social Security retirement benefits is something that all retirees are going to face at some point in...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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