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
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
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
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
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
Follow Birchwood’s co-founder Kay Kramer as she journals her experience transitioning into retirement.Read More
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
Life brings many changes and challenges – sometimes when we least expect it. Divorce can be an extremely emotional process, whether the decision...Read More
After all the planning, number-crunching, endless discussions, dreaming, and plotting, how often is retirement what people expect it to be? As...Read More
Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...Read More
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