Life is full of twists and turns, and we may find ourselves facing significant life changes that impact our financial well-being. These events often...
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This article has been updated to reflect 2024 deadlines and filing protocols. With the holidays behind us and the new year officially off and...
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In 2017, congress passed the Tax Cuts and Jobs Act (TCJA), nearly doubling the standard deduction. This change to the tax filing system benefits most...
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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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Let’s talk about gifts–not just those wrapped in fancy bows but the ones involving stocks, property, and even art. Delving into the world of...
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Retirement–the long-awaited time in our lives when we can finally relax, explore our passions, and enjoy the fruits of our labor.
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Congress passed SECURE Act 2.0 in December of 2022. There are over 100 provisions of the act, and it affects people from all walks of life. This...
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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...
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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...
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Thanks to our tax system, most people remember receiving their first paycheck and experiencing the shock that the amount is different than expected....
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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.