RACHEL INFANTE, CFP® CSRIC® CDFA®
May 5, 2021 5:01:14 PM

The role of women in households has seen dramatic changes in recent decades. Today, more women work full-time and play an active role in finances....

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Damian Winther, CFP® CSRIC®
Mar 25, 2021 10:53:31 AM

It’s a wonderful thing to have enough wealth where you have the flexibility to share it with others. Many of our clients find themselves in the...

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RACHEL INFANTE, CFP® CSRIC® CDFA®
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...

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Bridget Handke, CFP®, CAP®
Dec 21, 2020 1:08:00 PM

We’ve all heard the stories of lottery winners who find themselves penniless a decade after winning large sums of money. Whether they spend the...

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RACHEL INFANTE, CFP® CSRIC® CDFA®
Aug 11, 2020 11:00:00 AM

Women have faced many challenges over the years, including an undeniable wage gap. In 2020 women earn 81 cents for every dollar earned by men. This...

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Birchwood Financial Partners
Aug 6, 2020 4:40:00 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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RACHEL INFANTE, CFP® CSRIC® CDFA®
Feb 10, 2020 1:46:03 PM

Love is in the air! You’ve met your soulmate and are starting to think about that next step toward your future together, which may or may not include...

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Dana Brewer, CFP®
Jan 23, 2020 6:45:00 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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Kay Kramer
Sep 6, 2019 1:36:08 PM

Female empowerment, what does that phrase mean to you? For me, it’s about empowering women around a variety of issues. There is an organization...

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Dana Brewer, CFP®
May 23, 2019 9:40:41 AM

June is a month when couples in love often flock to the altar. For those that have been married before they know only too well that exchanging...

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