Birchwood Financial Partners
Aug 5, 2020 5:34:47 PM

Some things about retirement can't be measured with numbers. The first year of retirement can seem like one of the most stressful of your life, and...

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Birchwood Financial Partners
Apr 22, 2020 5:36:37 PM

The economic ramifications of the COVID-19 coronavirus crisis are being felt around the world – and possibly within your own financial situation....

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Birchwood Financial Partners
Apr 15, 2020 2:00:00 PM

Fear and uncertainty abound in our coronavirus-tinted world. The stock market is in turmoil, businesses are shrinking and unemployment is exploding....

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Dana Brewer, CFP®
Apr 8, 2020 12:15:00 PM

Today the experiences of those who are currently exploring retirement differ in important ways from previous generations. For example, both partners...

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RACHEL INFANTE, CFP®
Mar 3, 2020 5:35:44 PM

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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Dana Brewer, CFP®
Jan 23, 2020 7:45:00 AM

Think about it – What is your vision and plan? Take a moment to think about your perfect day in retirement. Are you doing something you love or...

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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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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.