Bridget Handke, CFP®, CAP®
Nov 24, 2023 10:00:00 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...

Read More
Bridget Handke, CFP®, CAP®
Oct 19, 2023 4:32:19 PM

Retirement–the long-awaited time in our lives when we can finally relax, explore our passions, and enjoy the fruits of our labor.

Read More
Birchwood Financial Partners
Jan 12, 2023 7:45:00 AM

This article has been updated to reflect 2023 deadlines and filing protocols. With the holidays behind us and the new year officially off and...

Read More
Damian Winther, CFP® CSRIC®
Dec 1, 2022 7:15:00 AM

With year-end quickly approaching, we encourage our clients to take advantage of key financial planning moves to stay on track. Whether you are a...

Read More
Bridget Handke, CFP®, CAP®
Sep 22, 2022 9:07:00 AM

So you’ve managed your finances and saved for your future. Nice work! But now that you are looking ahead to retirement, you may like to find a...

Read More
Bridget Handke, CFP®, CAP®
Jun 16, 2022 12:45:00 PM

Thanks to our tax system, most people remember receiving their first paycheck and experiencing the shock that the amount is different than expected....

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More

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.