Damian Winther, CFP® CSRIC™
Oct 14, 2021 2:55:40 PM

College tuition costs continue to rise at an alarmingly steep pace, and many families are blown away by the sticker shock associated with a four-year...

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Bridget Handke, CFP®, CAP®
Aug 17, 2021 12:45:00 PM

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...

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RACHEL INFANTE, CFP® CSRIC™
Jun 21, 2021 12:15:00 PM

Gifting money to your children can be one of the biggest blessings, but one that should require thoughtful consideration. We spend many years taking...

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Birchwood Financial Partners
Feb 12, 2021 9:55:39 AM

With the holidays behind us and the new year officially off and rolling, we have entered the time of year when we must start prepping for another...

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Damian Winther, CFP® CSRIC™
Dec 9, 2020 3:09:13 PM

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...

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Dana Brewer, CFP®
Nov 25, 2020 11:00:00 AM

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...

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RACHEL INFANTE, CFP® CSRIC™
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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Bridget Handke, CFP®, CAP®
Dec 5, 2019 12:40:27 PM

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,...

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Bridget Handke, CFP®, CAP®
Jul 10, 2019 6:00:00 AM

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...

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Damian Winther, CFP® CSRIC™
Jun 12, 2019 6:07:00 AM

Regardless of your wealth, the April 15th tax filing deadline was likely a major thorn in your side, it may have lead to stress, lack of sleep and...

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