This article has been updated to reflect 2022 deadlines and filing protocols. With the holidays behind us and the new year officially off and...Read More
We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...Read More
Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking...Read More
If you’re like most Americans, you may think that the day you retire is the day you turn on every retirement account you have contributed to...Read More
We're often asked to help our clients think through a strategy that fulfills their desire to fund causes they believe in and their desire to save on...Read More
Congratulations! You have done a great job managing your finances and saving for your future! Now that you are looking at retirement down the road,...Read More
Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...Read More
Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.
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