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...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
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...Read More
Retirement can be an exciting phase to plan for, but the age in which you retire may have a significant impact on your cash flow boiling down to one...Read More
During our record breaking cold snap in Minnesota, I saw many friends posting about Marie Kondo-ing their house. Schools were closed and it was...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.