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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Damian Winther, CFP®
Sep 26, 2018 10:50:54 AM

Whether your primary motivation is to travel, spend more time with family, improve your gardening skills or play more golf, chances are you’re like...

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Bridget Handke, CFP®, CAP®
Sep 5, 2018 9:57:49 AM

That’s the question we often get from clients when they come in to discuss their retirement. They’ve decided to retire but they don’t know what their...

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Bridget Handke, CFP®, CAP®
Aug 29, 2018 10:23:12 AM

The allure of tax free money is strong, especially when saving for your retirement. One way to accumulate tax free funds is to take advantage of a...

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Dana Brewer, CFP®
Aug 8, 2018 12:07:10 PM

If you're approaching or recently entered retirement, congratulations! Your years of hard work paid off! Now it's time to enjoy your retirement as...

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Bridget Handke, CFP®, CAP®
Jul 25, 2018 3:25:00 PM

You’ve been saving for years and you can see retirement down the road. What is your timeline? How does all this fit together? Below is a timeline on...

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

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